Casey Short, financial advisor Little Elm TX
89 score

Casey Short

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Casey L. Short
Phone Number: 972-987-9651
Registered State(s):
  • OK
  • TX
Current Firm Details
Provision Asset, LLC
Firm's CRD Number: 282183
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

OK, TX

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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