Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey Fox is a financial advisor registered with LPL Financial LLC. Casey has been working in the financial services industry since 2005 and has experience in providing a variety of financial services, including investment advisory services, financial planning, and portfolio management. Casey has earned several licenses and designations, including the Series 6, 7, 26, 63, and 65 licenses. Casey is currently registered with LPL Financial LLC and has been with the firm since August 2023. Casey's previous firms include Kestra Investment Services, LLC and Woodbury Financial Services, Inc.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
08/14/2023 - Present
LPL Financial LLC (SAVAGE MN)
MN
11/15/2016 - 08/14/2023
KESTRA INVESTMENT SERVICES, LLC (Savage MN)
MN
06/20/2005 - 11/17/2016
WOODBURY FINANCIAL SERVICES, INC. (SAVAGE MN)
IA
Issued 06/19/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/18/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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