Casey Cagle (CRD# 4792959) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Houston, TX and has over 19 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab And Company, Inc. | Houston, TX | Dec 2022 - Current | 1 |
| Td Ameritrade | Houston, TX | May 2017 - Dec 2022 | 5 |
| Unemployed | San Antonio, TX | Feb 2017 - Apr 2017 | < 1 |
| Citigroup Global Markets Inc. | San Antonio, TX | Aug 2005 - Jan 2017 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2004 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2005 |
- TX
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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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