Cheryl Casey is a CFP-designated registered investment advisor, based in Birmingham, AL, with 35 years of industry experience.
Location
3535 Grandview Parkway, Suite 300, Birmingham, AL, 35243
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cheryl serves as a board director for the Auburn University Foundation, dedicating minimal time to supporting the university's success. She also works as a registered field assistant for Campbell Wealth Management, LLC, spending about half her time researching managers for high-net-worth portfolios and providing recommendations to the firm.
Employment History
Current Registrations
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Mbsc Securities Corporation
Mbsc Securities CorporationBroker
New York Life Investment Management LLC
Nylife Distributors LLCBroker
Putnam Investment Management, LLC
Putnam Retail Management Limited PartnershipBroker
Evergreen Investment Services, INC.Broker
Colonial Investment Services, INC.Broker
Colonial Investment ServicesBroker
Meridian Associates, INC.Broker
Financial Horizons Securities CorporationBroker
Citicorp Investment ServicesBroker
Glenfed Brokerage ServicesBroker
Putnam Financial Services, INC.Broker
Clayton Brown & Associates, INC.Broker
Adams, Block & Coe Securities, INC.Broker
John Nuveen & CO., IncorporatedBroker
Blinder, Robinson & Co.,inc.Broker
State Registrations2 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.