Denis CaseyCRD Number: 3175854
Current Firm: The Huntington Investment Company
Denis Casey (CRD# 3175854) is an Investment Advisor Representative working at The Huntington Investment Company in Columbus, OH and has over 14 years of experience in the finance industry.
Rebel Financial, LLC
Pds Planning Inc.
Steele Investment Counsel, Ltd.
|The Huntington Investment Company||Columbus, OH||Jan 2013 - Current||3|
|J.p. Morgan Securities LLC||Columbus, OH||Oct 2012 - Jan 2013||< 1|
|Chase Investment Services Corp||Columbus, OH||Sep 2010 - Jan 2013||2|
|Thrivent Investment Management Inc.||Minneapolis, MN||Jul 2002 - Sep 2010||8|
|Thrivent Financial For Lutherans||Appleton, WI||Jul 2002 - Sep 2010||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2002|
|S65||NASAA Investment Advisors Law Examination||May 2004|
Total Assets Under Management734MILLIONS
Total Number of Accounts7,522ACCOUNTS
Average Account Value$97,589
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV