Casey McMullin, financial advisor Abilene TX

Casey McMullin

CRD Number: 7087583
Current Firm: Team Financial Strategies

Casey McMullin (CRD# 7087583) is an Investment Advisor Representative working at Team Financial Strategies in Abilene, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Team Financial Strategies Abilene, TX Jan 2017 - Current 6
Abilene Christian University Abilene, TX Aug 2015 - Dec 2018 3
Abilene Christian University Abilene, TX Aug 2014 - May 2018 3
Abilene Christian University Abilene, TX Aug 2015 - Dec 2017 2
First Financial Bank Abilene, TX May 2016 - Aug 2016 < 1
Student Colorado Springs, CO Jan 2009 - Jun 2014 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2019
Contact Info for Casey McMullin
Phone Number: 325-480-1587
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    186
    MILLIONS
  • Total Number of Accounts
    900
    ACCOUNTS
  • Average Account Value
    $207,043
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

TX

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