Keith Casey, financial advisor Montgomery TX

Keith Casey

CRD Number: 725754
Current Firm: Innova Capital Management, LLC

Keith Casey (CRD# 725754) is an Investment Advisor Representative working at Innova Capital Management, LLC in Montgomery, TX and has over 41 years of experience in the finance industry.

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Company Name Location Dates Years
Conroe Isd Conroe, TX Aug 2004 - Current 18
Innova Capital Management, LLC Montgomery, TX Sep 1998 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1981
S66 NASAA Uniform Combined State Law Examination Jan 2000
Contact Info for Keith L. Casey
Phone Number: 281-846-4170
Registered State(s):
  • TX
Current Firm Details
Innova Capital Management, LLC
Firm's CRD Number: 114810
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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