Abigail CasadyCRD Number: 7115305
Current Firm: Eversource Wealth Advisors, LLC
Abigail Casady (CRD# 7115305) is an Investment Advisor Representative working at Eversource Wealth Advisors, LLC in Mckinney, TX and has over 3 years of experience in the finance industry. Abigail Casady 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.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Eversource Wealth Advisors, LLC||Birmingham, AL||Nov 2021 - Current||1|
|Buckingham Asset Management, LLC||Clayton, MO||Apr 2019 - Nov 2021||2|
|Carolina Creek Christian Camps||Huntsville, TX||May 2016 - Apr 2019||2|
|Liberty University Academic Affairs For Athletes||Lynchburg, VA||Sep 2013 - May 2016||2|
|Carolina Creek Christian Camps||Huntsville, TX||May 2015 - Aug 2015||< 1|
|Carolina Creek Christian Camps||Huntsville, TX||May 2014 - Aug 2015||1|
|Lawrence Gymnastics Academy||Lawrence, KS||May 2013 - Aug 2013||< 1|
|Lawrence Free State High School||Lawrence, KS||Aug 2009 - May 2013||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2019|
Total Assets Under Management1,191MILLIONS
Total Number of Accounts2,505ACCOUNTS
Average Account Value$475,548
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AZ, CA, CO, FL, GA, ID, IN, LA, MA, MN, MS, NC, NV, NY, SC, TN, TX, UT, VA, WI
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