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Casey Alan Cagle

Charles Schwab & CO., Inc.

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About Casey Alan Cagle

Casey Alan Cagle is a financial advisor with over 19 years of experience in the industry. Casey currently works for Charles Schwab & Co., Inc. as a Registered Representative. Casey is registered to provide investment advisory services in Texas. Casey is also a Registered Representative in 14 other states and has a Series 6, Series 7, Series 63 and Series 65 licenses. Casey previously worked for TD Ameritrade, Inc. and Citigroup Global Markets Inc. Casey is a financial advisor with a wide range of experience and is qualified to provide financial advice to individuals and businesses.

Firm Information

Casey Cagle is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Casey Cagle’s Registration & Firm History

TX

01/26/2022 - Present

Charles Schwab & CO., Inc. (Houston TX)

TX

06/05/2017 - 07/29/2024

TD AMERITRADE, INC. (HOUSTON TX)

TX

08/16/2005 - 01/27/2017

CITIGROUP GLOBAL MARKETS INC. (San Antonio TX)

NJ

06/07/2004 - 08/02/2005

FIRST INVESTORS CORPORATION (EDISON NJ)

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Licenses & Designations

IA

Issued 10/27/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/15/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/12/2005

Series 7 - General Securities Representative Examination

BC

Issued 06/05/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Casey Alan Cagle.
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