Casey WinninghamCRD Number: 1450055
Current Firm: Foresters Advisory Services, LLC
Casey Winningham (CRD# 1450055) is an Investment Advisor Representative working at Foresters Advisory Services, LLC in San Jose, CA and has over 29 years of experience in the finance industry. Casey Winningham 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.
Altos Investments, Inc.
Skyoak Wealth Management, Inc.
Oceaniq Capital, LLC
|Foresters Advisory Services, LLC||San Jose, CA||Aug 2012 - Current||4|
|Foresters Financial||San Jose, CA||Dec 1985 - Current||31|
|Unum Provident Corp||Chattawaga, TN||Dec 2006 - Dec 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1987|
Total Assets Under Management996MILLIONS
Total Number of Accounts5,500ACCOUNTS
Average Account Value$181,082
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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, VI, VT, WA, WI, WV