Karen Cassidy (CRD# 7423526) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Arroyo Grande, CA and has over 2 years of experience in the finance industry.
CRD# 1633454
Lpl Financial LLC
CRD# 6342307
San Luis Wealth Advisors
CRD# 4781575
J.p. Morgan Securities LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Financial Gravity Family Office Services, LLC | Lakeway, TX | Sep 2021 - Current | 2 |
Clark & Cassidy | Arroyo Grande, CA | Dec 2013 - Current | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Sep 2021 |
- CA
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Total Assets Under Management365MILLIONS
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Total Number of Accounts2,654ACCOUNTS
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Average Account Value$137,692
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, DE, FL, GA, IN, KS, LA, MD, MI, MN, MO, NC, ND, NE, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI
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