Casey Verst, financial advisor Los Angeles CA

Casey Verst

CRD Number: 7099960
Current Firm: Ubs Financial Services Inc.

Casey Verst (CRD# 7099960) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Los Angeles, CA and has over 3 years of experience in the finance industry.

Similar Advisors
Brandon Averill, financial advisor Los Angeles CA
Brandon L. Averill
CRD# 5781614
Awm Capital, LLC
Similar Advisors
John Defonso, financial advisor Los Angeles CA
John P. Defonso
CRD# 6406556
Aqua Capital Advisors
Similar Advisors
Jason Stein, financial advisor Los Angeles CA
Jason A. Stein
CRD# 6232434
Bluepoint Wealth Advisors
Company Name Location Dates Years
Ubs Financial Services Inc. Los Angeles, CA Apr 2019 - Current 3
Unemployed Los Angeles, CA Feb 2019 - Apr 2019 < 1
Mercer Advisors Inc. Newport Beach, CA Oct 2018 - Jan 2019 < 1
Katten Muchin Rosenman LLP Los Angeles, CA Oct 2014 - Oct 2018 4
Ervin Cohen & Jessup LLP Beverly Hills, CA May 2013 - Oct 2014 1
Uc Hastings College Of The Law San Francisco, CA Jan 2013 - May 2013 < 1
Fox, Shjeflo, Hartley & Babu LLP San Mateo, CA Apr 2012 - May 2013 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for Casey C. Verst
Phone Number: 201-352-3000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    692,292
    MILLIONS
  • Total Number of Accounts
    1,073,865
    ACCOUNTS
  • Average Account Value
    $644,673
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, 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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

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.