Alexander Cassidy (CRD# 6971129) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Pleasanton, CA and has over 4 years of experience in the finance industry.
CRD# 5567930
Avantax Advisory Services
CRD# 1351279
Lpl Financial LLC
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Bank Ssb | Pleasanton, CA | Nov 2020 - Current | 3 |
| Charles Schwab & Company,inc | Pleasanton, CA | Jun 2019 - Current | 5 |
| The Pennsylvania State University | State College, PA | Aug 2018 - May 2019 | < 1 |
| Charles Schwab & Company,inc. | Lone Tree, CO | Jun 2018 - Aug 2018 | < 1 |
| The Pennsylvania State University | State College, PA | Aug 2017 - May 2018 | < 1 |
| Turf Valley Resport | Elliott City, MD | May 2017 - Aug 2017 | < 1 |
| Waverly Woods Golf Course | Marriottsville, MD | May 2017 - Aug 2017 | < 1 |
| Park Hills Golf Club | Altoona, PA | Mar 2017 - May 2017 | < 1 |
| The Pennsylvania State University Altoona | Altoona, PA | Aug 2016 - Mar 2017 | < 1 |
| Waverly Woods Golf Course | Marriottsville, ME | May 2016 - Aug 2016 | < 1 |
| The Pennsylvania State University Altoona | Altoona, PA | Aug 2015 - May 2016 | < 1 |
| Safeway | Elliott City, MD | Apr 2015 - Aug 2015 | < 1 |
| Howard County Public School System | Ellicott City, MD | Nov 2014 - Apr 2015 | < 1 |
| Sky Zone Trampoline Park | Columbia, MD | Aug 2014 - Nov 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2019 |
- CA
- TX
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
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, WY
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