William CaseyCRD Number: 1094418
Current Firm: Access Investment Advisors Inc.
William Casey (CRD# 1094418) is an Investment Advisor Representative working at Access Investment Advisors Inc. in Manitowoc, WI and has over 34 years of experience in the finance industry. William Casey 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.
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|Access Investment Advisors Inc.||Manitowoc, WI||Feb 1995 - Current||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1983|
|S65||NASAA Investment Advisors Law Examination||Nov 1995|
Total Assets Under Management148MILLIONS
Total Number of Accounts559ACCOUNTS
Average Account Value$265,537
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AZ, CA, TX, WI