Casey
Conrad

American Funds Distributors, Inc

CRD#7532764
Investment Advisor
in Carmel, IN

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About this Advisor

Casey Conrad is a financial advisor based out of Carmel, Indiana. Conrad is an advisor for American Funds Distributors, Inc. Throughout their career, they have worked at Capital Group - American Funds Distributors, Inc, Pentagon Federal Credit Union, Best Buy, Woodforest National Bank, San Antonio Independent School District, Guadalupe Lumber Co, Security Service Federal Credit Union, Randolph Brooks Federal Credit Union, Ups, Southside High School, Tarleton State University, Alamo Colleges and Infinite Rares. Conrad maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Texas. American Funds Distributors, Inc is a registered investment business headquartered in Los Angeles, CA. It has offices in eight locations and a total of 865 employees. The firm provides other services. Fees charged by financial advisors are based on which services are provided. However, fees charged by American Funds Distributors, Inc typically consist of other fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

Services Offered

Other

Fee Structure

Others

Office Location

12711 N. Meridian Street
Carmel, IN 46032

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American Funds Distributors, Inc Brokerage Details

Total Number of Employees

865

IN Average: 43

Investment Advisory Services

  • Other

Casey Conrad Work History

Casey has been registered as a financial advisor for 0 years.*

2022 - Present (2 years)

Capital Group - American Funds Distributors, Inc

2022 - Present (2 years)

Infinite Rares

2020 - 2022 (2 years)

Pentagon Federal Credit Union

2019 - 2020 (1 year)

Randolph Brooks Federal Credit Union

2019 - 2020 (1 year)

Tarleton State University

2017 - 2017 (< 1 year)

Woodforest National Bank

2017 - 2019 (2 years)

Security Service Federal Credit Union

2016 - 2017 (1 year)

Best Buy

2016 - 2016 (< 1 year)

Guadalupe Lumber Co

2016 - 2016 (< 1 year)

Ups

2016 - 2019 (3 years)

Alamo Colleges

2015 - 2016 (1 year)

San Antonio Independent School District

2012 - 2014 (2 years)

Southside High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Casey Conrad to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at American Funds Distributors, Inc

John Sulzicki
Los Angeles, CA
Alexander Diorio
Los Angeles, CA
Mark Barile
San Antonio, TX
Marek Blaskovic
Los Angeles, CA
Greggory Cowan
Los Angeles, CA
Jameel Jiwani
Los Angeles, CA
David Henry
Carmel, IN
Brendan Jonland
Los Angeles, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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