Casey Calder (CRD# 1061404) is an Investment Advisor Representative working at Calder Financial LLC in Downingtown, PA and has over 34 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Calder Financial LLC | Downingtown, PA | Jan 2018 - Current | 6 |
| Calder Financial LLC | Downingtown, PA | Dec 1981 - Current | 42 |
| Calder Financial | Downingtown, PA | May 1981 - Current | 42 |
| United Planners' Financial Services | Scottsdale, AZ | Feb 1994 - Dec 2017 | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1989 |
- PA
- TX
-
Total Assets Under Management110MILLIONS
-
Total Number of Accounts242ACCOUNTS
-
Average Account Value$453,521
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
PA, TX
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