Casey Pinckard
Casey Pinckard is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Austin, TX, with 40 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
6012 W William Cannon Dr., Ste A101, Austin, TX, 78749
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Casey is an independent insurance agent with Innet Financial Group since 1994, selling fixed insurance products, dedicating a few hours per week. Casey is also an advisory representative of a RIA with CIRA, spending nearly full-time on investment-related activities, and a partner in a marketing group with RDM Advisor Network LLC, but spends minimal time on this activity.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Nap Financial CorporationBroker
Source Securities, INC.Broker
Securities Network, INC.Broker
Uan Investment CORP.Broker
Philadelphia Life Asset Planning CompanyBroker
Southwestern Management & Research CorporationBroker
State Registrations45 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.