Casin South (CRD# 7308251) is an Investment Advisor Representative working at Tradeway in Mexia, TX and has over 3 years of experience in the finance industry.
CRD# 5476449
Grand Arbor Advisors
CRD# 2321458
Edward Jones
CRD# 6641823
Tradeway
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tradeway | Irving, TX | Jun 2023 - Current | < 1 |
| Lpl Financial, LLC | Caldwell, TX | Dec 2020 - Jun 2023 | 2 |
| Student | Navasota, TX | Aug 2018 - Dec 2020 | 2 |
| High School | Navasota, TX | May 2014 - Aug 2018 | 4 |
| Middle School | Sulphur Springs, TX | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2021 |
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
- TX
-
Total Assets Under Management78MILLIONS
-
Total Number of Accounts627ACCOUNTS
-
Average Account Value$123,952
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI, WV, WY
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