Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey Broderick is an investment advisor representative with The Caprock Group, LLC, a firm based in Boise, Idaho. Casey has been in the financial services industry since September 2008. Casey holds both Series 63 and 65 licenses, and specializes in providing wealth management and consulting services.
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.
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.
Wealth management & 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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ID
09/13/2021 - Present
THE Caprock Group, LLC (BOISE ID)
AZ
11/19/2018 - 06/30/2021
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
IA
Issued 09/13/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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