Ildefonso (al) Casarez
CRD Number: 6236406Current Firm: Raymond James Financial Services Advisors, Inc.
Ildefonso (al) Casarez (CRD# 6236406) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mcallen, TX and has over 10 years of experience in the finance industry.
CRD# 2683325
Stifel, Nicolaus & Company, Incorporated
CRD# 4390781
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3169753
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services, Inc. | Mcallen, TX | Oct 2022 - Current | 1 |
| Raymond James Financial Services Advisors, Inc. | Mcallen, TX | Oct 2022 - Current | 1 |
| Security Servicefcu | Mcallen, TX | Oct 2022 - Current | 1 |
| Security Service Investment Group | Mcallen, TX | Oct 2022 - Current | 1 |
| Jp Morgan Securities LLC | Mission, TX | Nov 2016 - Oct 2022 | 5 |
| Capital One Investing, LLC | Mclean, VA | Sep 2015 - Nov 2016 | 1 |
| Edward Jones | St Louis, MO | Aug 2013 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2013 |
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
- Other
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
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