Jim Casey
- Role
- Registered Principal & Certified Financial Plannertm Lpl Financial at LPL Financial
- Location
- Fort Lauderdale, FL, US
- LinkedIn followers
- 500 followers
About Jim Casey
Experienced Wealth Management Professional and Registered Principal of a wealth…
Experience
Registered Principal & Certified Financial Plannertm Lpl Financial
Dec 2012 — Present
I lead and oversee an independent wealth management firm based in South Florida. We are values-driven and work with individuals, families, and business owners to provide a full range of financial, retirement, and estate planning services. We are supported by the strength and depth of a publicly traded firm, LPL Financial Holdings Inc.Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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