Abigail Casady (CRD# 7115305) is an Investment Advisor Representative working at Eversource Wealth Advisors, LLC in Mckinney, TX and has over 5 years of experience in the finance industry. Abigail Casady has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 6671460
Olympus Capital, LLC
CRD# 4922143
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5475794
J.p. Morgan Securities LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Eversource Wealth Advisors, LLC | Birmingham, AL | Nov 2021 - Current | 2 |
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 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Aug 2019 |
- TX
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Total Assets Under Management2,694MILLIONS
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Total Number of Accounts8,119ACCOUNTS
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Average Account Value$331,859
- 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, AR, AZ, CA, CO, DC, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI
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