Ahmad M Quqa

Private Client Services, LLC

8 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment Management

Private Client Services, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

633 advisors

Number of Clients

3,251 clients

Average Client Portfolio

$323K average

Assets Under Management

$1.1B

Location

1400 Urban Center Drive, Suite 475, Vestavia Hills, AL, 35242-2245

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History

Regulatory History (1)

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Customer Dispute

March 2025

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Ahmad is the owner, founder, wealth advisor, and agent for Crescent Private Wealth, a DBA for brokerage, advisory, and insurance activities. He also works with RFG Advisory as a registered investment advisor, dedicating full-time hours to both roles.

Employment History

Current Registrations

Private Client Services, LLCBroker

February 2024 - Present · 2 yrs

Rfg Advisory, LLC

February 2024 - Present · 2 yrs

Previous Registrations

Edward Jones

April 2017 - February 2024 · 6 yrs 10 mos

Edward JonesBroker

February 2017 - February 2024 · 7 yrs

State Registrations4 states

INMANCTX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.