Brian CaseyCRD Number: 5560233
Current Firm: Waddell & Reed
Brian Casey (CRD# 5560233) is an Investment Advisor Representative working at Waddell & Reed in Washington, PA and has over 8 years of experience in the finance industry.
Staley Capital Advisers Inc.
Xpyria Investment Advisors, Inc.
Securities America Advisors, Inc.
|Cory L. Grandel, LLC||Waynesburg, PA||Mar 2015 - Current||1|
|Arms Insurance Group||Bethel Park, PA||Mar 2010 - Current||6|
|Various Insurance Carriers For W & R Insurance Agencies||Connellsville, PA||Aug 2008 - Current||8|
|Waddell & Reed, Inc.||Waynesburg, PA||Jul 2008 - Current||8|
|Tina's Hairnook||Connellsville, PA||Jan 1981 - Current||36|
|Casd Academic Foundation||Charleroi, PA||Jun 2010 - Aug 2012||2|
|Geibel Catholic High School||Connellsville, PA||Jun 2003 - Jan 2009||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2014|
|S63||Uniform Securities State Law Examination||Nov 2008|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- 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
- 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, 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