William
Casey
Merit Financial Advisors
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About this Advisor
William Casey is a financial advisor based in Manitowoc, Wisconsin, working with Merit Financial Advisors. William has previously held positions at Access Investment Advisors Inc and Merit Financial Group, LLC. William has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas and Wisconsin. Currently, William is part of Merit Financial Advisors, which operates out of Manitowoc, Wisconsin. The firm has 47 offices and 258 employees. The firm manages assets totaling $7.3 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 Merit Financial Advisors includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Merit Financial Advisors Brokerage Details
$7,252,133,507
258
25,088
$289,068
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
William Casey Work History
Merit Financial Group, LLC
Access Investment Advisors Inc
Disclosures
Please visit the SEC profile of William Casey 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 Merit Financial Advisors
Alpharetta, GA
Alpharetta, GA
Alpharetta, GA
Alpharetta, GA
Alpharetta, GA
Lawrenceville, GA
Alpharetta, GA
Alpharetta, GA
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