Terrence Casey, financial advisor Wilkes-barre PA

Terrence Casey

CRD Number: 1433590
Current Firm: Chancellor Financial Group Wb LP

Terrence Casey (CRD# 1433590) is an Investment Advisor Representative working at Chancellor Financial Group Wb LP in Wilkes-barre, PA and has over 37 years of experience in the finance industry.

Similar Advisors
Lawrence Hamilton, financial advisor Wilkes-barre PA
Lawrence P. Hamilton
CRD# 1667988
Trustmont Advisory Group, Inc.
Similar Advisors
Scot Ahearn, financial advisor Wilkes-barre PA
Scot B. Ahearn
CRD# 1620029
Blackridge Asset Management, LLC
Similar Advisors
Peter Albano, financial advisor Wilkes-barre PA
Peter J. Albano
CRD# 1040390
Lpl Financial LLC
Company Name Location Dates Years
Chancellor Financial Group Wilkes-barre, PA Mar 2012 - Current 12
Newbridge Securities Wilkes-barre, PA Jul 2014 - Nov 2015 1
American Portfolios Financial Services, Inc. Holbrook, NY Feb 2014 - Jul 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1986
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for Terrence W. Casey
Phone Number: (570) 822-4475
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    182
    MILLIONS
  • Total Number of Accounts
    811
    ACCOUNTS
  • Average Account Value
    $224,477
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, NC, NJ, NY, PA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.