Cassandra Altom is a registered investment advisor, based in Westlake, TX, with 20 years of industry experience.
Location
1301 Solana Blvd, Ste 2340, Westlake, TX, 76262
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Regulatory History
Clean regulatory record
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.
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Cassandra owns The Joyful Gigi Craft Company, where she makes tumblers and personalized items. This takes a few hours per week.
Employment History
Current Registrations
Truist Advisory Services, INC.
June 2021 - Present · 4 yrs 11 mos
Truist Investment Services, INC.Broker
June 2021 - Present · 4 yrs 11 mos
Truist Investment Services, INC.
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Bbva Securities INC.Broker
May 2013 - June 2021 · 8 yrs 1 mo
Bbva Wealth Solutions INC.
February 2013 - June 2021 · 8 yrs 4 mos
Bbva Wealth Solutions INC.
February 2012 - February 2013 · 1 yr
Bbva Compass Investment Solutions, INCBroker
April 2005 - May 2013 · 8 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.