Casey
Conrad

American Funds Distributors, Inc

CRD#7532764
Investment Advisor
in San Antonio, TX

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About this Advisor

Casey Conrad is a financial advisor based in San Antonio, Texas, working with American Funds Distributors, Inc. Casey has previously held positions 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, Tarleton State University, Alamo Colleges, and Infinite Rares. Casey has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Casey is part of American Funds Distributors, Inc, which operates out of San Antonio, Texas. The firm has 8 offices and 825 employees. The services offered by the firm include other services. The fee structure at American Funds Distributors, Inc includes other fees.

Certifications and Registrations

Series 66

Services Offered

Other

Fee Structure

Others

Office Location

3500 Wiseman Blvd
San Antonio, TX 78251-4321

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American Funds Distributors, Inc Brokerage Details

Total Number of Employees

825

TX Average: 43

Investment Advisory Services

  • Other

Casey Conrad Work History

2023 - Present (1 year)

Capital Group - American Funds Distributors, Inc

2022 - Present (2 years)

Infinite Rares

2022 - 2023 (1 year)

Capital Group - American Funds Distributors, Inc

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

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

Edward Brown
Los Angeles, CA
Michael Ngo
Carmel, IN
Jordan Bowers
Los Angeles, CA
Andrew Claeson
Los Angeles, CA
William Bridge
Los Angeles, CA
Darryl Sopoci
Carmel, IN
Mallory Meyer
San Antonio, TX
Kyle Weathers
Carmel, IN

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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