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Casey William Slemmons

Avalan, LLC

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About Casey William Slemmons

Casey William Slemmons is an investment advisor representative at Avalan, LLC with an active investment advisor registration in California. Casey has been in the financial services industry since December 2008 and holds Series 6, 63 and 65 licenses. Casey is a CERTIFIED FINANCIAL PLANNER™ professional. Casey previously worked at GWFS Equities, INC/Great-West Life & Annuity Ins Co in Glendale, CA. Avalan, LLC specializes in providing financial planning, educational seminars, and portfolio management for individuals. The firm also selects other advisers and manages portfolios for investment companies.

Firm Information

Casey Slemmons is currently registered with Avalan, LLC. Avalan, LLC is a registered investment advisor based in SANTA BARBARA, CA. The firm has 2 licensed agents and manages approximately $405,417,977 in regulatory assets under management. Avalan, LLC specializes in financial planning, portfolio management for individuals, and educational seminars. They serve high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth.
Avalan, LLC

233 E CARILLO

SANTA BARBARA, CA 93101

$405.42M

Assets Under Management

Not reported

Total Clients

10

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 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 Slemmons’s Registration & Firm History

CA

07/17/2019 - Present

Avalan, LLC (SANTA BARBARA CA)

CO

12/04/2008 - 02/07/2019

GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)

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Licenses & Designations

IA

Issued 06/29/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/11/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/03/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Casey William Slemmons.
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