Casey Moag
Casey Moag is a registered investment advisor at Bankers Life Advisory Services, INC., based in Ocala, FL, with 7 years of industry experience. Casey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 14,314 clients with $2.5B 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 | 2.50% |
Fees range from 0.50% to 2.50% annually and are negotiable based on portfolio size and other business considerations.
Fee Estimator
Location
1700 SE17th Street, Ste 300, Ocala, FL, 34471
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2022Customer Dispute
February 2020Other Business ActivitiesSells Insurance
Casey works as a Unit Field Trainer for Bankers Life & Casualty, recruiting and training insurance agents. Casey is also appointed with KFA through BLC, allowing agents to write business for various insurance products; this takes about a quarter of Casey's time.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
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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