Jeff
Cashin

Fifth Third Securities, Inc

CRD#5349428
Investment Advisor
in Raleigh, NC
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About this Advisor

Jeff Cashin is a certified financial planner who works out of Raleigh, North Carolina, who has been in the advisory business for 15 years. Cashin is on the advisory team at Fifth Third Securities, Inc. Over the course of their career, Cashin has held roles at First Citizens Investor Services, First Citizens Bank And Trust and Fifth Third Securities. Cashin has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in North Carolina. Fifth Third Securities, Inc is a business operating out of Raleigh, North Carolina. It has offices in 1,187 locations and a total of 1,333 financial advisors. It handles $1 billion in assets among its 5,270 client accounts, placing it among the larger firms in the country by assets under management. The firm provides services to nine charitable organizations. Of its 5,270 customer accounts, just 1% belong to high-net-worth individuals who have greater than $1 million in assets. Fifth Third Securities, Inc has a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Financial advisory fee schedules usually depend on which services the firm provides the client. However, fee types billed by Fifth Third Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

2501 Blue Ridge Road Suite 190
Raleigh, NC 27607

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Fifth Third Securities, Inc Brokerage Details

Total Assets Under Management

$1,122,917,134

NC Average: $2,106,341,625
Total Number of Employees

1,414

NC Average: 34
Total Number of Accounts

6,165

NC Average: 1,972
Average Account Size

$182,144

NC Average: $1,068,125

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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
  • Other

Jeff Cashin Work History

Jeff has 15 years of experience.

2013 - Present (6 years)

Fifth Third Securities

2007 - 2013 (6 years)

First Citizens Investor Services

2003 - 2013 (10 years)

First Citizens Bank And Trust

Disclosures

Jeff Cashin has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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