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Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B
Fee Structure
Financial Planning:Investment management only
This advisor may earn commissions from securities transactions through Private Client Services, LLC, which could be higher or lower than other broker-dealers. These commissions may include those from equity securities, mutual fund 12b-1 fees, mutual fund trail commissions, or direct product sponsor commissions.
Areas of Practice
Investment Management
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Advisor Information
Office location
1400 Urban Center Drive, Suite 475, Vestavia Hills, AL, 35242-2245
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2025Settled
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, LLC Broker
February 2024 - Present · 1 yr 11 mos
Rfg Advisory, LLC
February 2024 - Present · 1 yr 11 mos
Previous Registrations
Edward Jones
April 2017 - February 2024 · 6 yrs 10 mos
Edward Jones Broker
February 2017 - February 2024 · 7 yrs
State Registrations4 states
INMANCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.