Cassandra Fillingim, financial advisor Big Spring TX
93 score

Cassandra Fillingim

CRD Number: 3176931
Current Firm: 1st Global Advisors Inc.

Cassandra Fillingim (CRD# 3176931) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Big Spring, TX and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Fillingim, Gardiner, Green & Mcnair Big Spring, TX Nov 2009 - Current 7
1st Global Insurance Services, Inc. Big Spring, TX Mar 2006 - Current 10
1st Global Advisors, Inc. Big Spring, TX Mar 2002 - Current 14
1st Global Capital Corp Big Spring, TX Jul 2000 - Current 16
Green & Fillingim Pc Big Spring, TX Jul 1984 - Nov 2009 25
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 1999
Contact Info for Cassandra G. Fillingim
Phone Number: 214-294-5000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    7,093
    MILLIONS
  • Total Number of Accounts
    21,134
    ACCOUNTS
  • Average Account Value
    $335,619
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 businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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