Best Investors Account Sign in
Inactive

Cassie Lee Boren

Root Financial Partners

Austin, TX

Bluffton, SC

Claim This Profile
Current Employers
Root Financial Partners

801 Barton Springs Rd, Austin, TX 78704 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-05-05
TX RA APPROVED 2026-05-05
  • SC RA
    APPROVED
    Since 2026-05-05
  • TX RA
    APPROVED
    Since 2026-05-05

Branch Locations

801 Barton Springs Rd, Austin, TX 78704 • United States

Bluffton, SC • 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
Truist Investment Servies Savannah GA 04/2022 03/2024
Self Employed Bluffton SC 10/2021 04/2022
Sunshine Nursery Bluffton SC 02/2021 10/2021
Old Fort Pub Hilton Head Island SC 07/2020 02/2021
Truffles Cafe Bluffton SC 10/2019 07/2020
Umc Selfoss Soccer Team Selfoss 03/2019 10/2019
Student Lubbock TX 06/2015 12/2018
Capital Pizza Lubbock TX 01/2019 03/2019
Root Financial Partners Austin TX 03/2024 04/2026
Root Financial Partners Austin TX 04/2026 Present
  • 04/2022 → 03/2024
    Truist Investment Servies
    Savannah, GA
  • 10/2021 → 04/2022
    Self Employed
    Bluffton, SC
  • 02/2021 → 10/2021
    Sunshine Nursery
    Bluffton, SC
  • 07/2020 → 02/2021
    Old Fort Pub
    Hilton Head Island, SC
  • 10/2019 → 07/2020
    Truffles Cafe
    Bluffton, SC
  • 03/2019 → 10/2019
    Umc Selfoss Soccer Team
    Selfoss
  • 06/2015 → 12/2018
    Student
    Lubbock, TX
  • 01/2019 → 03/2019
    Capital Pizza
    Lubbock, TX
  • 03/2024 → 04/2026
    Root Financial Partners
    Austin, TX
  • 04/2026 → Present
    Root Financial Partners
    Austin, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-05
  • S65 Uniform Investment Adviser Law Examination
    2025-06-05
Designations

View on SEC IAPD

Other Firms

AUSTIN MONEY MANAGEMENT CORPORATION
EVERLONG FINANCIAL
EDWARD JONES
HARRELL INVESTMENT PARTNERS, LLC
WEATHERGAGE CAPITAL, LLC
LBJ FAMILY WEALTH ADVISORS, LTD.
JAMES S. MARROQUIN, CFP
OSAIC WEALTH, INC.

Other Investors

STEVEN DOUGLAS AYCOCK
ALEXANDER BURTON YEAGER
Jonathan Martin Haefner
David Nathan Van Winkle
DILDA DEEPAK DALVI
ANNA VICTORIA BODINE
Stephanie Caroline Morgan
ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor