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Casin Koy South

Tradeway

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About Casin Koy South

Casin Koy South is a financial advisor registered with the state of Texas. Casin is an Investment Advisor Representative at Tradeway. Casin has been in the financial services industry since December 2020. Prior to joining Tradeway, Casin worked at LPL Financial LLC. Casin has passed the Series 66, Series 7TO and SIE exams and is currently registered as an Investment Advisor Representative in Texas. Casin specializes in financial planning, portfolio management for individuals, educational seminars, and publication of periodicals.

Firm Information

Casin South is currently registered with Tradeway. Tradeway, headquartered in Mexia, Texas, is an investment advisor registered with the SEC. They offer advisory services including financial planning, educational seminars, publication of periodicals, and portfolio management for individuals. They manage approximately $68.4 million in assets for 677 clients, predominantly individuals.
Tradeway

158 PRIVATE ROAD 5489

MEXIA, TX 76667

$68.43M

Assets Under Management

34,600

Total Clients

16

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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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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Casin South’s Registration & Firm History

TX

07/06/2023 - Present

Tradeway (MEXIA TX)

TX

12/10/2020 - 07/07/2023

LPL FINANCIAL LLC (CALDWELL TX)

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Licenses & Designations

IA

Issued 05/22/2023

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 01/21/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/10/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/13/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Casin Koy South.
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