Abigail
Casady
Eversource Wealth Advisors, LLC
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About this Advisor
Abigail Casady is a certified financial planner working out of Mckinney, Texas with 2 years of industry experience. Casady is currently employed by Eversource Wealth Advisors, LLC. During their career, the advisor has held roles at Lawrence Gymnastics Academy, Liberty University Academic Affairs For Athletes, Carolina Creek Christian Camps, Buckingham Asset Management, LLC, Lawrence Free State High School and Eversource Wealth Advisors, LLC. Casady maintains a Series 65 license, which qualifies them as an investment advisor representative, and is approved to advise clients in Texas. Eversource Wealth Advisors, LLC is a registered investment business based out of Birmingham, AL. The firm has offices in 11 locations and a total of 40 employees. It manages $2 billion in assets across its 4,774 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves two charitable organizations. Of its 4,774 client accounts, 58% are held by high-net-worth individuals who have greater than $1 million in assets. Eversource Wealth Advisors, LLC performs a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors typically depend on the financial services offered. However, fee types billed by Eversource Wealth Advisors, LLC likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Eversource Wealth Advisors, LLC Brokerage Details
$1,807,761,235
40
4,774
$378,668
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Abigail Casady Work History
Abigail has been registered as a financial advisor for 2 years.*
Eversource Wealth Advisors, LLC
Buckingham Asset Management, LLC
Carolina Creek Christian Camps
Carolina Creek Christian Camps
Carolina Creek Christian Camps
Lawrence Gymnastics Academy
Liberty University Academic Affairs For Athletes
Lawrence Free State 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 Abigail Casady 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 Eversource Wealth Advisors, LLC
Eustis, FL
Birmingham, AL
Phoenix, AZ
Jacksboro, TN
Franklin, TN
Scottsdale, AZ
Birmingham, AL
Birmingham, AL
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
