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Abigail Marie Casady

Eversource Wealth Advisors, LLC

Mckinney, TX

CRD 7115305

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Employer firm

Eversource Wealth Advisors, LLC CRD 286340

$5.10B regulatory AUM 51 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Eversource Wealth Advisors, Llc

3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-11-22
  • TX RA
    APPROVED
    Since 2021-11-22

Branch Locations

300 East Davis Street Suite 124, Mckinney, TX 75069 • 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
Carolina Creek Christian Camps Huntsville TX 05/2016 04/2019
Buckingham Asset Management, Llc Clayton MO 04/2019 11/2021
Eversource Wealth Advisors, Llc Birmingham AL 11/2021 Present
  • 05/2016 → 04/2019
    Carolina Creek Christian Camps
    Huntsville, TX
  • 04/2019 → 11/2021
    Buckingham Asset Management, Llc
    Clayton, MO
  • 11/2021 → Present
    Eversource Wealth Advisors, Llc
    Birmingham, AL
Previous Registrations
  • 2019-08-30 → 2022-01-14
    Buckingham Strategic Wealth, Llc
    Plano, TX
    St Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-30
  • S65 Uniform Investment Adviser Law Examination
    2019-08-30
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES

Nearby Investors

HERBERT JOSEPH POLEDNA
SAM LUKE THORNAL
Shanna Stanford Miller

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · McKinney, TX
CETERA INVESTMENT ADVISERS LLC · MCKINNEY, TX
EDWARD JONES · MCKINNEY, TX

More in Mckinney, TX

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