Kasey George is a CFP-designated registered investment advisor, based in Royal Oak, MI, with 25 years of industry experience. Kasey is also registered as a broker, so some compensation may come from commissions on products sold.
Location
3315 N Campbell Rd., Royal Oak, MI, 48073
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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
Kasey is an advisory representative of a registered investment advisor (RIA) and an agent for Ohana Wealth Advisory, dedicating full-time hours to these roles. Kasey also works as an independent insurance agent for various agencies, spending a few hours per week on this activity.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Legend Advisory, LLC
Legend Equities CorporationBroker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Banc One Securities CorporationBroker
First Investors CorporationBroker
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.
Exams
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