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Casey John Flanagan

ZWJ Investment Counsel Inc.

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About Casey John Flanagan

Casey Flanagan is a financial advisor who is registered with the state of Georgia. Casey Flanagan is affiliated with ZWJ Investment Counsel Inc. and has been in the industry since June 2012. Casey Flanagan has a designation of Chartered Financial Analyst. ZWJ Investment Counsel Inc. has a main office in Atlanta, Georgia.

Firm Information

Casey Flanagan is currently registered with ZWJ Investment Counsel Inc.. ZWJ Investment Counsel Inc. is an investment advisor headquartered in Atlanta, Georgia with 12 investment adviser representatives. They provide portfolio management for individuals, businesses, and investment companies, as well as financial planning and selection of other advisers. They manage over $3.54 billion in assets for clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and state or municipal government entities. They also participate in wrap fee programs.
ZWJ Investment Counsel Inc.

75 14TH STREET NE

ATLANTA, GA 30309-7604

$3.54B

Assets Under Management

Not reported

Total Clients

11

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Casey Flanagan’s Registration & Firm History

GA

02/10/2022 - Present

ZWJ Investment Counsel Inc. (ATLANTA GA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Casey John Flanagan.
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