William CaseyCRD Number: 2240707
Current Firm: Hbks Wealth Advisors
William Casey (CRD# 2240707) is an Investment Advisor Representative working at Hbks Wealth Advisors in Conshohocken, PA and has over 14 years of experience in the finance industry.
Lpl Financial LLC
Affinity Wealth Management LLC
Raymond James Financial Services Advisors, Inc.
|Hbks Wealth Advisors||Conshohocken, PA||Oct 2006 - Current||16|
|Locust Capital Management LLC||Philadelphia, PA||Jul 2009 - Oct 2020||11|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2009|
Total Assets Under Management4,992MILLIONS
Total Number of Accounts15,664ACCOUNTS
Average Account Value$318,677
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AZ, CA, CO, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WY
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