Casey CalderCRD Number: 1061404
Current Firm: Calder Financial LLC
Casey Calder (CRD# 1061404) is an Investment Advisor Representative working at Calder Financial LLC in Downingtown, PA and has over 28 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Sensenig Capital Advisors, Inc.
Dedicated Investment Advisers LLC
|Calder Financial LLC||Downington, PA||Jan 2018 - Current||< 1|
|Calder Financial LLC||Downingtown, PA||Oct 2017 - Current||< 1|
|Calder Financial||Dowingtown, PA||Jan 1982 - Current||36|
|Calder Financial||Downingtown, PA||Dec 1981 - Current||36|
|Calder Financial LLC||Downingtown, PA||Dec 1981 - Current||36|
|Calder Financial||Dowmningtown, PA||Jan 1981 - Current||37|
|United Planners' Financial Services||Scottsdale, AZ||Jan 1994 - Dec 2017||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1989|
Total Assets Under Management75MILLIONS
Total Number of Accounts100ACCOUNTS
Average Account Value$750,000
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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