James Casement is a CFP, PFS-designated registered investment advisor, based in Parrish, FL, with 38 years of industry experience.
Location
Parrish, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is an attorney and CPA, owning and operating several businesses including law offices, tax preparation services, and investment partnerships. He dedicates a significant amount of time to these activities, including full-time hours to his law office and about 10-20% of his time to Casement Group, P.C.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations6 states
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