Casey
Hall
Fmp Wealth Advisers
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About this Advisor
Casey Hall is a financial advisor operating in Austin, Texas, who has 17 years of industry experience. Hall works at Fmp Wealth Advisers. They have spent their entire career at Fmp Wealth Advisers. Hall maintains a Series 65 license, qualifying them as an investment advisor representative, and is registered to serve investors in Texas. Fmp Wealth Advisers is a financial advisory firm based in Austin, TX. The company has a total of 13 people on staff. It handles $818 million in assets under management across its 2,727 client accounts, placing it among the larger firms in the nation by assets under management. Of its 2,727 accounts, 41% are associated with high-net-worth clients who have more than $1 million in investable assets. The advisory firm offers a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules are based on the services offered. However, fees billed by Fmp Wealth Advisers most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fmp Wealth Advisers Brokerage Details
$817,664,000
13
2,727
$299,840
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Casey Hall Work History
Casey has been registered as a financial advisor for 17 years.*
Financial Management Professionals, Inc
*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 Hall 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 Fmp Wealth Advisers
Austin, TX
Austin, TX
Lake Charles, LA
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Lake Charles, LA
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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