Kasey Gaines (CRD# 6995251) is an Investment Advisor Representative working at Psalm Capital in Miami, FL and has over 3 years of experience in the finance industry. Kasey Gaines 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.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Psalm Capital LLC | Miami, FL | Jan 2023 - Current | 1 |
Rbc Capital Markets, LLC | Newport Beach, CA | Aug 2020 - Jun 2023 | 2 |
Independent Capital Management | Los Angeles, CA | Jan 2019 - Aug 2020 | 1 |
Pepperdine University | Malibu, CA | Aug 2016 - Dec 2018 | 2 |
Jp Morgan Chase Co | Malibu, CA | Oct 2017 - Apr 2018 | < 1 |
College Of The Canyons | Santa Clarita, CA | Aug 2015 - Aug 2016 | 1 |
Penn State University | University Park, PA | Jun 2013 - May 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | May 2020 |
S63 | Uniform Securities State Law Examination | Jan 2021 |
- GA
- LA
-
Total Assets Under Management14MILLIONS
-
Total Number of Accounts21ACCOUNTS
-
Average Account Value$675,191
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
GA, LA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.