Casey ShortCRD Number: 6436752
Current Firm: Provision Asset, LLC
Casey Short (CRD# 6436752) is an Investment Advisor Representative working at Provision Asset, LLC in Little Elm, TX and has over 3 years of experience in the finance industry.
Khp Capital LLC
Commonwealth Financial Network
Vanderpal Capital Management LLC
|Provision Asset, LLC||Little Elm, TX||Jan 2016 - Current||< 1|
|Provision Retirement, LLC||Little Elm, TX||May 2013 - Current||3|
|Gradient Advisors, LLC||Arden Hills, MN||Jan 2015 - Jan 2016||1|
|5q Communications||Atlantic, IA||Aug 2012 - Dec 2015||3|
|Gfa||Carrollton, TX||Aug 2008 - Jul 2012||3|
|Backyard Solutions||Oklahoma City, OK||Jul 2002 - Jul 2008||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2013|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.