Cesar CasasCRD Number: 3007409
Current Firm: H.d. Vest Advisory Services, Inc.
Cesar Casas (CRD# 3007409) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Ridgefield, CT and has over 20 years of experience in the finance industry. Cesar Casas 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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Lpl Financial LLC
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|H&r Block Financial Advisors, Inc.||Danbury, CT||Dec 2005 - Current||12|
|H&r Block||Danbury, CT||Dec 2005 - Current||12|
|Ifit2 Ltd.||Katonah, NY||Sep 1999 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1998|
|S65||NASAA Investment Advisors Law Examination||Apr 1998|
Total Assets Under Management12,278MILLIONS
Total Number of Accounts56,222ACCOUNTS
Average Account Value$218,381
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY