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Cayenne Lajune Rooks

Cassaday & Company, Inc.

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About Cayenne Lajune Rooks

Cayenne Lajune Rooks is a financial advisor registered in Virginia. Cayenne is affiliated with Cassaday & Company, Inc., which is headquartered in McLean, Virginia. Cayenne is also an Advanced Strategies Associate with Cassaday & Company Wealth Management, LLC and has been with the firm since 2022. Cayenne offers a variety of financial services, including financial planning, portfolio management for individuals, and credit and cash management solutions. Cassaday & Company, Inc. is a registered investment advisor that provides investment advisory services to a variety of clients, including individuals, corporations, pension plans, and charitable organizations.

Firm Information

Cayenne Rooks is currently registered with Cassaday & Company, Inc.. Cassaday & Company, Inc. is a registered investment advisor with over $4.9 billion in assets under management. Located in McLean, VA, the firm provides a variety of financial services including financial planning, pension consulting, and portfolio management for individuals and businesses. They serve a diverse client base including high-net-worth individuals, charitable organizations, corporations, and pension plans. Cassaday & Company is a member of Focus Financial Partners, a leading partnership of independent wealth management firms.
Cassaday & Company, Inc.

8180 GREENSBORO DRIVE

MCLEAN, VA 22102

$4.98B

Assets Under Management

Not reported

Total Clients

26

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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credit and cash management solutions; insurance solutions

Credit and cash management solutions; insurance solutions

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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Revenue sharing with our affiliate, focus risk solutions.

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Cayenne Rooks’s Registration & Firm History

VA

07/18/2024 - Present

Cassaday & Company, Inc. (MCLEAN VA)

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Licenses & Designations

BOTH

Issued 06/17/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/02/2024

Series 7TO - General Securities Representative Examination

BC

Issued 11/03/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cayenne Lajune Rooks.
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