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Casey Clay Hall

Fmp Wealth Advisers

Austin, TX

CRD 5219222

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Employer firm

Fmp Wealth Advisers CRD 110270

$1.34B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Fmp Wealth Advisers

6034 West Courtyard Drive Suite 380, Austin, TX 78730 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2006-11-22
  • TX RA
    APPROVED
    Since 2006-11-22

Branch Locations

6034 West Courtyard Drive Suite 380, Austin, TX 78730 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial Management Professionals, Inc. Austin TX 09/2006 Present
  • 09/2006 → Present
    Financial Management Professionals, Inc.
    Austin, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-11-21
  • S65 Uniform Investment Adviser Law Examination
    2006-11-21

View on SEC IAPD

Nearby Firms

AUSTIN MONEY MANAGEMENT CORPORATION
EVERLONG FINANCIAL
EDWARD JONES

Nearby Investors

STEVEN DOUGLAS AYCOCK
ALEXANDER BURTON YEAGER
Jonathan Martin Haefner

Nearby Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX

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