Casey Harding, financial advisor Midlothian TX

Casey Harding

CRD Number: 7260179
Current Firm: Sagepoint Financial, Inc.

Casey Harding (CRD# 7260179) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Midlothian, TX and has 1 year of experience in the finance industry. Casey Harding 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
Sagepoint Financial, Inc. Midlothian, TX Jan 2022 - Current < 1
Northwestern Mutual Wealth Management Company Milwaukee, WI Feb 2021 - Jan 2022 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Sep 2020 - Jan 2022 1
Northwestern Mutual Investment Services LLC Fort Worth, TX Sep 2020 - Jan 2022 1
Guidestone Financial Resources Dallas, TX Jul 2014 - Sep 2020 6
Century 21 Midlothian, TX Jan 2014 - Dec 2014 < 1
Pine Cove Inc. Tyler, TX May 2010 - Dec 2013 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2020
Contact Info for Casey Harding
Phone Number: 1-800-552-3319 EXT 2606
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    16,245
    MILLIONS
  • Total Number of Accounts
    64,353
    ACCOUNTS
  • Average Account Value
    $252,436
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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