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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey Conway is an Investment Advisor Representative with EP Wealth Advisors. Casey is registered with the state of California, Oklahoma and Texas. Casey has been in the industry since 2003, previously working with Stephens Inc. Casey is a Series 66 and Series 7 licensed advisor.
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.
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.
Retirement plan advisory services & tax preparation services
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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CA
07/09/2024 - Present
EP Wealth Advisors (TORRANCE CA)
TX
08/19/2003 - 03/08/2007
STEPHENS INC. (DALLAS TX)
BOTH
Issued 09/08/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 08/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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