Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey James Bollock is a financial advisor with Captrust, a firm headquartered in Raleigh, North Carolina. Casey is a CERTIFIED FINANCIAL PLANNER™ professional and has a wide range of experience in the financial industry. Casey has been a registered representative since 2018 and has held positions with LPL Financial LLC, BKD Wealth Advisors, LLC, Four Quadrant Wealth Advisors, Inc., and Column Capital Advisors, LLC. Casey has a broad range of specializations that include retirement planning, college savings, estate planning, insurance planning, and investment management. Casey is committed to providing clients with personalized financial advice and guidance.
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.
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.
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.
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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IN
11/01/2023 - Present
Captrust (INDIANAPOLIS IN)
IN
03/13/2018 - 09/18/2019
LPL FINANCIAL LLC (LAFAYETTE IN)
BOTH
Issued 02/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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