Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey Lane Pinckard is a financial advisor who has been working in the industry since 1985. Casey is currently registered with Cambridge Investment Research Advisors, Inc., and has worked for Transamerica Financial Advisors, Inc. in the past. Casey has a broad range of experience and can offer financial planning, pension consulting, educational seminars, market timing services, selection of other advisers, portfolio management for businesses and individuals.
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.
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.
Solicitation fees from 3rd party money managers
1
2
TX
05/06/2016 - Present
Cambridge Investment Research Advisors, Inc. (Austin TX)
TX
03/16/1992 - 05/11/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (AUSTIN TX)
CA
07/11/1989 - 03/17/1992
NAP FINANCIAL CORPORATION (IRVINE CA)
NA
03/01/1988 - 04/25/1989
SOURCE SECURITIES, INC.
NA
05/15/1987 - 03/08/1988
SECURITIES NETWORK, INC.
NA
07/29/1986 - 05/15/1987
UAN INVESTMENT CORP.
NA
07/03/1986 - 08/15/1986
PHILADELPHIA LIFE ASSET PLANNING COMPANY
NA
08/23/1985 - 07/03/1986
SOUTHWESTERN MANAGEMENT & RESEARCH CORPORATION
BC
Issued 09/11/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/1994
Series 7 - General Securities Representative Examination
BC
Issued 08/22/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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