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Cassen Troy Labounty

Charles Schwab & CO., Inc.

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About Cassen Troy Labounty

Cassen Labounty is a registered representative with Charles Schwab & CO., Inc. Cassen Labounty has been in the industry since February 1999. Cassen Labounty has passed the Series 63, Series 65 and Series 66 exams. Cassen Labounty's current registrations include Colorado. Cassen Labounty has worked for TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, TIAA, Charles Schwab & Co., Inc and Unemployed. Cassen Labounty specializes in providing financial planning advice and referral services.

Firm Information

Cassen Labounty is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Cassen Labounty’s Registration & Firm History

CO

12/13/2024 - Present

Charles Schwab & CO., Inc. (Lone Tree CO)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cassen Troy Labounty.
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