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David John Casey

Allstate Financial Services, LLC

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About David John Casey

David John Casey is a registered representative with Allstate Financial Services, LLC in Greenville, SC. David has been in the financial services industry since August 2010. David holds the Series 6 and Series 63 licenses as well as the SIE exam. David is currently registered to sell securities in South Carolina.

Firm Information

David Casey is currently registered with Allstate Financial Services, LLC. Allstate Financial Services, LLC, is a Limited Liability Company formed in November 1999. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

4,147

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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David Casey’s Registration & Firm History

SC

08/06/2010 - Present

Allstate Financial Services, LLC (GREENVILLE SC)

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Licenses & Designations

BC

Issued 08/18/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/05/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David John Casey.
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