Casey FieldCRD Number: 5919043
Current Firm: Edward Jones
Casey Field (CRD# 5919043) is an Investment Advisor Representative working at Edward Jones in Fort Bragg, CA and has over 6 years of experience in the finance industry.
Planmember Securities Corporation
Secure Investment Management, LLC
|Edward Jones||St Louis, MO||May 2011 - Current||7|
|Lynmar Estate||Sebastopol, CA||Apr 2010 - Apr 2011||1|
|Hanna Winery||Healdsburg, CA||Jan 2010 - Jun 2010||< 1|
|University Of Sports And Fitness||Rohnert Park, CA||Jan 2010 - Apr 2010||< 1|
|The Merk Bistro Italiano||San Diego, CA||Jun 2009 - Dec 2009||< 1|
|Wpnt Sports Bar And Grill||San Diego, CA||Jun 2009 - Nov 2009||< 1|
|San Diego State University||San Diego, CA||Sep 2004 - May 2009||4|
|Bing Crosby's Restaurant||San Diego, CA||Jun 2008 - Feb 2009||< 1|
|La Jolla Village Cinemas||La Jolla, CA||May 2007 - Apr 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2011|
Total Assets Under Management262,473MILLIONS
Total Number of Accounts2,049,107ACCOUNTS
Average Account Value$128,091
- A percentage of assets under your management
- 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, WY
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