Caryn
Corley-Mccaskill

Cetera Investment Advisers LLC

CRD#7149396
Investment Advisor
in Austin, TX

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About this Advisor

Caryn Corley-Mccaskill is a financial advisor based in Austin, Texas, working with Cetera Investment Advisers LLC. Caryn has previously held positions at Cuso Financial Sevices, L.P, Turfscapes / Central Texas Arbor Barbers, Amplify Credit Union, Symmetry Financial Group, Capital One, Blue Suede Photography, Sevenpoint2, Caryn Mccaskill, Enrolled Agent, Espira Wealth Management, LLC, Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, Caryn Corley-Mccaskill, Enneagram Coach, Kestra Advisory Services LLC, Cuso Financial / Capital Strategy Group Limited, Folliepops, Cetera Investment Services LLC, Cetera Investment Advisers LLC, and A+ Federal Credit Union. Caryn has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Caryn is part of Cetera Investment Advisers LLC, which operates out of Austin, Texas. The firm has 1,614 offices and 6,648 employees. The firm manages assets totaling $104.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cetera Investment Advisers LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6420 E Highway 290
Austin, TX 78723

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$104,468,595,111

TX Average: $6,674,516,078
Total Number of Employees

6,648

TX Average: 44
Total Number of Accounts

423,554

TX Average: 2,564
Average Account Size

$246,648

TX Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Caryn Corley-Mccaskill Work History

2023 - Present (2 years)

Folliepops

2023 - Present (2 years)

Cetera Investment Services LLC

2023 - Present (2 years)

Cetera Investment Advisers LLC

2023 - Present (2 years)

A+ Federal Credit Union

2012 - Present (13 years)

Blue Suede Photography

2006 - Present (19 years)

Caryn Mccaskill, Enrolled Agent

2022 - 2023 (1 year)

Jpmorgan Chase Bank, N.A

2022 - 2023 (1 year)

J.P. Morgan Securities LLC

2022 - 2023 (1 year)

Caryn Corley-Mccaskill, Enneagram Coach

2020 - 2022 (2 years)

Espira Wealth Management, LLC

2020 - 2022 (2 years)

Kestra Advisory Services LLC

2019 - 2020 (1 year)

Cuso Financial Sevices, L.P

2019 - 2020 (1 year)

Cuso Financial / Capital Strategy Group Limited

2017 - 2018 (1 year)

Amplify Credit Union

2016 - 2018 (2 years)

Symmetry Financial Group

2016 - 2016 (< 1 year)

Capital One

2015 - 2019 (4 years)

Turfscapes / Central Texas Arbor Barbers

2014 - 2015 (1 year)

Sevenpoint2

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Caryn Corley-Mccaskill 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 Cetera Investment Advisers LLC

Anthony Costabile
New York, NY
Carter Dye
Toledo, OH
Blake Mcginley
San Jose, CA
Nicholas Witte
Saint Louis, MO
Justin Lucas
Indianapolis, IN
Cameron Mcginley
Saint Louis, MO
Sean Mainwaring
Tampa, FL
Kurtis Anderson
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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