Ryan Casey (CRD# 6776936) is an Investment Advisor Representative working at Tilia Fiduciary Partners, Inc. in Wilmington, NC and has over 6 years of experience in the finance industry. Ryan Casey 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.
CRD# 5248339
Tilia Fiduciary Partners, Inc.
CRD# 5582433
Old North State Wealth Management, LLC
CRD# 5191257
Bankers Life Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tilia Fiduciary Partners, Inc. | Wilmington, NC | Jan 2022 - Current | 2 |
| Tilia Fiduciary Partners, Inc. | Wilmington, NC | Aug 2017 - Current | 6 |
| United States Marine Corps | Jacksonville, NC | May 2008 - Jul 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2017 |
- LA
- NC
- TX
-
Total Assets Under Management173MILLIONS
-
Total Number of Accounts807ACCOUNTS
-
Average Account Value$214,324
- 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
FL, KY, LA, NC, NE, NY, SC, TX, WA
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