Jim Casey Email & Phone Number
Registered Principal and Certified Financial Planner™ LPL Financial @ LPL Financial
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Jim Casey Location
- Fort Lauderdale, FL, US
Jim Casey Work
- 2012 -now Registered Principal and Certified Financial Planner™ LPL Financial @
- 2010 -2012 Branch Manager and Certified Financial Planner™ @ MG&A Financial Group ~ Royal Alliance
- 1996 -2010 CERTIFIED FINANCIAL PLANNER™ Practitioner at LPL Financial @
Jim Casey Education
- Nova Southeastern University
Certified Financial Planner Certification
1997-1998 - University of Florida
Bachelor Degree
1983-1987
Jim Casey Skills
- Family Offices
- Certified Financial Planner
- Inheritance Tax Planning
- Investment Management
- Wealth Management Services
- Estate Planning
- Portfolio Management
- Financial Planning
- Financial Analysis
- Investments
- Financial Advisory
- Retirement Planning
- Retirement Savings
Jim Casey Summary
- Jim Casey, based in Fort Lauderdale, FL, US, is currently a Registered Principal and Certified Financial Planner™ LPL Financial at LPL Financial. Jim Casey brings experience from previous roles at MG&A Financial Group ~ Royal Alliance and LPL Financial. Jim Casey holds a 1997 - 1998 Certified Financial Planner Certification @ Nova Southeastern University. With a robust skill set that includes Family Offices, Certified Financial Planner, Inheritance Tax Planning, Investment Management, Wealth Management Services and more. Jim Casey has 3 emails and 2 mobile phone numbers on RocketReach.
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