Kevin Cassidy, financial advisor Indianapolis IN

Kevin Cassidy

CRD Number: 2967230
Current Firm: Charles Schwab & Company, Inc.

Kevin Cassidy (CRD# 2967230) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Indianapolis, IN and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Indianapolis, IN Feb 2016 - Current 8
Oberweis Dairy Indianapolis, IN May 2013 - Dec 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2018
S63 Uniform Securities State Law Examination Jul 2016
Contact Info for Kevin T. Cassidy
Phone Number: 415-667-7000
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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