Kasey Davis
Kasey Davis is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Belton, TX, with 23 years of industry experience. Kasey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
110 E. 10th Avenue, Belton, TX, 76513
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2024Criminal
September 2002Other Business ActivitiesSells Insurance
Kasey is an investment committee member for United Ways of Texas, dedicating minimal time. Kasey is also a member of TBG Wealth Management LLC and president of The Benefit Group LLC, an insurance agency where he spends nearly full-time selling various insurance products.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Centaurus Financial, INC.Broker
Centaurus Financial, INC.
Signal Securities, INC.
Signal Securities, INC.Broker
Mutual Service CorporationBroker
Sunamerica Securities, INC.Broker
State Registrations10 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.