Cassandra Humphreys, financial advisor Dallas TX
89 score

Cassandra Humphreys

CRD Number: 6223445
Current Firm: True North Advisors, LLC

Cassandra Humphreys (CRD# 6223445) is an Investment Advisor Representative working at True North Advisors, LLC in Dallas, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
True North Advisors Dallas, TX Jun 2013 - Current 3
True North Advisors Dallas, TX Feb 2012 - Jun 2013 1
Texas Tech University Lubbock, TX Dec 2011 - Feb 2012 < 1
Unemployed N/a, TX Apr 2008 - Dec 2011 3
Dr. Sanford Ward, D.o. Lubbock, TX Jan 2008 - Apr 2008 < 1
Unemployed N/a, TX Jul 2007 - Jan 2008 < 1
Z's Florist Dallas, TX May 2004 - Jul 2007 3
Stanley Korshak Dallas, TX Jun 2006 - Nov 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2014
Contact Info for Cassandra A. Humphreys
Phone Number: 214-360-7300
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Pension consulting services
Types of Clients
Registered States


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

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