Casey MerrillCRD Number: 6738840
Current Firm: Fidelity Personal And Workplace Advisors
Casey Merrill (CRD# 6738840) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greensboro, NC and has over 5 years of experience in the finance industry.
Cetera Advisor Networks LLC
Grove Point Advisors, LLC
|Fidelity Brokerage Services||Salt Lake City, UT||Jul 2020 - Current||1|
|Guardian Life Insurance Company||Murray, UT||Nov 2019 - Jul 2020||< 1|
|Park Avenue Securities||Murray, UT||Nov 2019 - Jul 2020||< 1|
|Farmers Financial Solutions||Salt Lake City, UT||Jan 2017 - Nov 2019||2|
|Farmers Insurance||Salt Lake City, UT||Oct 2015 - Nov 2019||4|
|Prestige Financial||Salt Lake City, UT||Apr 2011 - Oct 2015||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2017|
|S65||NASAA Investment Advisors Law Examination||Dec 2021|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- 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)
- 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, VT, WA, WI, WV, WY
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