Casey Urdiales (CRD# 6634105) is an Investment Advisor Representative working at Scofield & Company, LLC in Fairlawn, OH and has over 8 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 5523862
Whitaker-myers Wealth Managers, Ltd.
CRD# 1065232
Independence Capital Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edgetech Analytics, LLC | Akron, OH | Jan 2015 - Current | 9 |
| Buzz Kill, LLC | Wadsworth, OH | Aug 2011 - Sep 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2016 |
- OH
-
Total Assets Under Management82MILLIONS
-
Total Number of Accounts138ACCOUNTS
-
Average Account Value$593,568
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Other
OH
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