Casey
Dickerson
Optas, LLC
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About this Advisor
Casey Dickerson is a financial advisor operating out of Austin, Texas. Dickerson is an advisor for Optas, LLC. Over the course of their career, Dickerson has held roles at Wells Fargo Advisors LLC, Raymond James & Associates, Kestra Financial, Lifetime Fitness, Austin Private Wealth, N/A and Optas, LLC. Dickerson holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas. Optas, LLC is an advisory business headquartered in Austin, TX. The company has a total of nine financial advisors. It controls $548 million in assets under management between its 569 customer accounts, placing it among the bigger investment advisory firms in the United States by assets under management. Of its 569 accounts, 48% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules largely depend on which services are provided. Fee types charged by Optas, LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Optas, LLC Brokerage Details
$548,228,100
9
569
$963,494
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
Casey Dickerson Work History
Casey has been registered as a financial advisor for 0 years.*
Optas, LLC
N/A
Lifetime Fitness
Austin Private Wealth
Raymond James & Associates
Kestra Financial
Wells Fargo Advisors LLC
*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 Casey Dickerson 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 Optas, LLC
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
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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