Daniel Casey is a CFP-designated registered investment advisor, based in Westlake Village, CA, with 26 years of industry experience.
Location
890 Hampshire Rd., Ste. W, Westlake Village, CA, 91361
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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
Daniel is an instructor at UCLA and UCLA Extension, and a tax preparer for AARP. He is also an insurance agent with Daniel Casey Insurance and the president of Westlake Financial Advisors LLC.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research, INC.
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
United Planners' Financial Services of America a Limited Partner
Westlake Financial Advisors LLC
Financial West Group
Financial West GroupBroker
State Registrations8 states
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