Abigail Casady, financial advisor Mckinney TX

Abigail Casady

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Abigail M. Casady
Phone Number: 205-982-5515
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States


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