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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey Ann Williams is a financial advisor registered with the state of Washington and Texas, with an active IA scope. Casey Ann Williams has been a financial advisor for more than 6 years and has worked at Fisher Investments since February 2020. Casey Ann Williams has worked at Vanguard Marketing Corporation and is registered with the Series 63, Series 66 and Series 7 exams.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
02/04/2020 - Present
Fisher Investments (PLANO TX)
NC
03/13/2017 - 12/24/2019
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BOTH
Issued 10/02/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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