Yousef Almbaid has been an investment adviser representative at Professional Financial Advisors since December 2024, and is not listed among the firm’s executive officers or direct owners.
Professional Financial Advisors Inc is a Radnor, PA firm with $426M under management, 259 clients and 7 advisers in one office, as of its March 2026 filing.
- TGS Financial AdvisorsCurrent– present · 1 yearRadnor, PA · Adviser representative · Firm CRD 107289
Investment adviser representative registrations
Yousef Almbaid is registered as an investment adviser representative in 2 states. Each was approved in December 2024.
- PennsylvaniaSince 20 December 2024
- TexasSince 20 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 December 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Yousef Mohammed Maher Almbaid
- CRD
- 8022054
- Firm
- Professional Financial Advisors · CRD 107289
- Office
- 100 W. MATSONFORD ROAD, BUILDING 3, SUITE 304, Radnor, PA 19087
- Registration
- Investment adviser registration
- In the industry since
- December 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Yousef Almbaid work?
Yousef Almbaid is an investment adviser representative registered through Professional Financial Advisors Inc since December 2024, and is not listed among the firm’s executive officers or direct owners.
Is Yousef Almbaid a financial advisor?
Yes. Yousef Almbaid has a current investment-adviser registration in Pennsylvania and Texas, through Professional Financial Advisors since December 2024.
How many years of experience does Yousef Almbaid have?
Yousef Almbaid has 1 year in the financial industry, since December 2024, across 1 adviser firm.
What exams has Yousef Almbaid passed?
Yousef Almbaid passed the Series 65 in December 2024.
Where is Yousef Almbaid based?
Yousef Almbaid’s registered office is in Radnor, PA.
Is Yousef Almbaid registered with FINRA?
No. Yousef Almbaid has no current broker registration.
How can I verify Yousef Almbaid’s record?
Search CRD 8022054 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Yousef Almbaid’s full registration record.
- Peter MaiChief Compliance Officer
James HemphillPrincipal
Thomas RylkoDirector