Kasey Davis
Kasey Davis is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Houston, TX, with 24 years of industry experience. Kasey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.
Fee Estimator
Location
2180 North Loop West, Ste 270, Houston, TX, 77018
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
LPL Financial LLC
Previous Registrations
Centaurus Financial, INC.Broker
Centaurus Financial, INC.
Signal Securities, INC.
Signal Securities, INC.Broker
Mutual Service CorporationBroker
Sunamerica Securities, INC.Broker
State Registrations11 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.
Exams
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