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Colleen Murray Casey

TPG Capital BD, LLC

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About Colleen Murray Casey

Colleen Casey is a financial advisor with TPG Capital BD, LLC. Colleen has been working in the financial industry since 1999 and has a Series 7, Series 63 and SIE licenses. Colleen is registered in 49 states. Colleen previously worked at Angelo, Gordon & Co., L.P. in New York, NY.

Firm Information

Colleen Casey is currently registered with TPG Capital BD, LLC. TPG Capital BD, LLC is a Limited Liability Company formed in 2007 and approved to operate in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

69

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.

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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Colleen Casey’s Registration & Firm History

TX

03/04/2024 - Present

TPG Capital BD, LLC (FORT WORTH TX)

NY

08/11/1999 - 01/16/2004

ANGELO, GORDON & CO., L.P. (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/12/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/04/2024

Series 7TO - General Securities Representative Examination

BC

Issued 11/16/2023

SIE - Securities Industry Essentials Examination

BC

Issued 08/11/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Colleen Murray Casey.
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