Kevin Casey, financial advisor Pinehurst ID

Kevin Casey

CRD Number: 4702195
Current Firm: U.s. Bancorp Investments, Inc.

Kevin Casey (CRD# 4702195) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Pinehurst, ID and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
U.s. Bancorp Investments, Inc. Coeur D'alene, ID Jul 2019 - Current 4
Wells Fargo Clearing Services, LLC Clovis, CA Nov 2016 - Jul 2019 2
Wells Fargo Bank Clovis, CA Oct 2008 - Jul 2019 10
Wells Fargo Advisors LLC Clovis, CA Jan 2011 - Nov 2016 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2003
S66 NASAA Uniform Combined State Law Examination Jan 2005
Contact Info for Kevin P. Casey
Phone Number: 800-888-4700
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    15,875
    MILLIONS
  • Total Number of Accounts
    60,028
    ACCOUNTS
  • Average Account Value
    $264,455
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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