Casey PondCRD Number: 5563524
Current Firm: Cambridge Investment Research Advisors, Inc.
Casey Pond (CRD# 5563524) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Dublin, OH and has over 9 years of experience in the finance industry.
Rebel Financial, LLC
Ameriprise Financial Services, Inc.
Pds Planning Inc.
|Cambridge Investment Research, Inc.||Fairfield, IA||Aug 2012 - Current||5|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Aug 2012 - Current||5|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Upper Arlington, OH||Jan 2011 - Aug 2012||1|
|Edward Jones||St Louis, MO||Aug 2008 - Jan 2011||2|
|Northwestern Mutual Financial Network||Fort Myers, FL||May 2008 - Aug 2008||< 1|
|Unemployed||Fort Myers, FL||Aug 2007 - May 2008||< 1|
|Parr Media Group||Fort Myers, FL||May 2007 - Aug 2007||< 1|
|Unemployed||Fort Myers, FL||Aug 2006 - May 2007||< 1|
|Columbus Distributing||Columbus, OH||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2008|
Total Assets Under Management28,722MILLIONS
Total Number of Accounts168,526ACCOUNTS
Average Account Value$170,429
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
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, WY
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