Kasey ChapinCRD Number: 5549274
Current Firm: Raymond James Financial Services Advisors, Inc.
Kasey Chapin (CRD# 5549274) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Watertown, SD and has over 9 years of experience in the finance industry. Kasey Chapin 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.
Axa Advisors, LLC
Ameriprise Financial Services, Inc.
Thrivent Investment Management Inc.
|Raymond James Financial Services||Watertown, SD||Aug 2010 - Current||7|
|Relibank Dakota||Watertown, SD||Aug 2010 - Current||7|
|Raymond James Financial Services Advisors, Inc.||Watertown, SD||Aug 2010 - Current||7|
|Ameriprise Financial Services||Watertown, SD||Aug 2008 - Aug 2010||2|
|Prairie Winds Golf Club||Watertown, SD||Apr 1999 - Sep 2008||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2008|
Total Assets Under Management81,239MILLIONS
Total Number of Accounts280,698ACCOUNTS
Average Account Value$289,416
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- 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, VI, VT, WA, WI, WV, WY