Cassie A Albin

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → 12/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  St Paul, MN
• 12/2017 → 07/2020
  Ubs Financial Services, Inc.
  Minneapolis, MN
• 06/2020 → 06/2023
  Wealth Enhancement Advisory Services Llc
  Plymouth, MN
• 07/2020 → 06/2023
  Wealth Enhancement Group
  Plymouth, MN
• 07/2020 → 06/2023
  Wealth Enhancement Brokerage Services
  Plymouth, MN
• 07/2020 → 06/2023
  Wealth Enhancement Advisory Services
  Plymouth, MN
• 06/2023 → Present
  Raymond James & Associates Inc.
  Minneapolis, MN
• 07/2020 → 06/2023
  Lpl Financial, Llc
  Plymouth, MN

Previous Registrations

• 2020-11-02 → 2022-12-02
  Wealth Enhancement Advisory Services, Llc
  Plymouth, MN
• 2018-07-12 → 2020-07-07
  Ubs Financial Services Inc.
  Minneapolis, MN
  St Paul, MN

Exams

• S66 Uniform Combined State Law Examination
  2018-07-12

Other Names

• Cassie Ann Hegwood