Casey T Hepburn

Current Employers

Employment History

• 12/2016 → 08/2017
  Taco Bell
  Christiansburg, VA
• 10/2017 → 04/2018
  Panda Express
  Christiansburg, VA
• 04/2018 → 08/2018
  Xtreme Springz
  Christiansburg, VA
• 05/2019 → 09/2019
  Planet Fitness
  Christiansburg, VA
• 05/2019 → 07/2019
  Kroger
  Christiansburg, VA
• 05/2019 → 05/2022
  Doordash
  Christiansburg, VA
• 08/2019 → 05/2022
  Radford University
  Radford, VA
• 11/2019 → 04/2020
  Walmart
  Fairlawn, VA
• 08/2022 → 05/2023
  Truist Financial
  Radford, VA
• 05/2023 → Present
  Principal Life Insurance Company
  Charlotte, NC
• 08/2014 → 05/2018
  Christiansburg High School
  Christiansburg, VA
• 08/2018 → 05/2022
  Radford University
  Radford, VA
• 06/2023 → Present
  Principal Securities, Inc.
  Charlotte, NC
• 06/2024 → Present
  Principal Advised Services
  Charlotte, NC

Other Businesses

**PRINCIPAL BANK POSITION: AVP - Advice, Education & Sales NATURE: Bank/Credit Union/Financial Institution Arrangement INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/09/2023 ADDRESS: 401 McCullough Dr, Charlotte NC 28262, United States DESCRIPTION: Principal role includes accountability for sales of bank deposit products. **PRINCIPAL ADVISED SERVICES POSITION: Retirement Consultant NATURE: RIA or IAR outside of PSI INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/23/2024 ADDRESS: 401 McCullough Dr, Charlotte NC 28262, United States DESCRIPTION: As a Principal Advised Services IAR, I offer one-on-one investment advice to Principal retirement plan participants when eligible for a distribution at benefit event. The investment advice is a recommendation as to which of the retirement plan participant's four distribution options is in their best interest.

Exams

• S66 Uniform Combined State Law Examination
  2023-08-04

Other Names

• Casey Hepburn