Benjamin CaseyCRD Number: 6068349
Current Firm: Wells Fargo Advisors, LLC
Benjamin Casey (CRD# 6068349) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Orlando, FL and has over 5 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Wells Fargo Advisors, LLC||Tavares, FL||Feb 2014 - Current||3|
|Wells Fargo Bank, Na||Tavares, FL||Dec 2013 - Current||4|
|Bank Of America, N.a.||Orlando, FL||Oct 2012 - Dec 2013||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Orlando, FL||Mar 2012 - Apr 2013||1|
|Starbucks Coffee Corp||Clermont, FL||Jul 2007 - Mar 2012||4|
|Target||Clermont, FL||Jun 2005 - Jul 2007||2|
|East Ridge High School||Clermont, FL||Aug 2003 - May 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2012|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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