Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey Kha is a financial advisor with FCA Corp. Casey is registered with the state of Texas and holds the Series 7 and Series 66 securities licenses. Casey also holds the Certified Financial Planner designation. Casey has been in the financial industry since 2007. Casey's previous employment was with LINCOLN FINANCIAL ADVISORS CORPORATION.
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.
Consulting
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.
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TX
05/06/2022 - Present
FCA Corp. (HOUSTON TX)
TX
08/07/2007 - 06/14/2010
LINCOLN FINANCIAL ADVISORS CORPORATION (DALLAS TX)
BOTH
Issued 07/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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