Royse
Mccasland
Shaw Financial Services
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About this Advisor
Royse Mccasland is a financial advisor based in Edmond, Oklahoma with 3 years of industry experience. Mccasland is on the advisory team at Shaw Financial Services. Over the course of their career, they have held roles at Allstate Insurance Co, Shaw Financial Services, Lpl Financial, LLC and Shaw Financial Services, LLC. Mccasland holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Oklahoma and Texas. Shaw Financial Services is a firm based in Edmond, OK. The investment advisory business has a total of 13 advisors. It has $854 million in assets under management across its 5,789 customer accounts, making it one of the bigger investment advisory firms in the country by assets under management. Of its 5,789 customer accounts, 18% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Shaw Financial Services provides a few services, such as portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically depend on the type of financial services offered. Fees charged by Shaw Financial Services typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Shaw Financial Services Brokerage Details
$854,028,314
13
5,789
$147,526
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Royse Mccasland Work History
Royse has been registered as a financial advisor for 3 years.*
Shaw Financial Services, LLC
Lpl Financial, LLC
Shaw Financial Services
Allstate Insurance Co
*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 Royse Mccasland to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Edmond, OK
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