Kevin CassidyCRD Number: 6948267
Current Firm: Sagepoint Financial, Inc.
Kevin Cassidy (CRD# 6948267) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Houston, TX and has over 4 years of experience in the finance industry. Kevin Cassidy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Nxt:gen Financial Planning
|Sagepoint Financial, Inc.||Houston, TX||Oct 2020 - Current||2|
|Allworth Financial||Houston, TX||Apr 2020 - Sep 2020||< 1|
|Aw Securities||Houston, TX||Apr 2020 - Sep 2020||< 1|
|Houston Asset Management, Inc.||Houston, TX||Jan 2020 - Apr 2020||< 1|
|Investment Marketing Resources, LP||Houston, TX||May 2018 - Apr 2020||1|
|Sagepoint Financial, Inc.||Houston, TX||May 2018 - Aug 2018||< 1|
|Sulzer Chemtech Usa, Inc.||Houston, TX||Jul 2011 - May 2018||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2018|
|S65||NASAA Investment Advisors Law Examination||Aug 2019|
Total Assets Under Management16,245MILLIONS
Total Number of Accounts64,353ACCOUNTS
Average Account Value$252,436
- 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)
- 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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