Jim  Casey,  CFP<sup>&reg;</sup> - Financial Advisor

Jim Casey, CFP®

Branch Manager

LPL Financial

1333 South University Dr, Suite 200
Plantation, FL 33324
FINANCIAL ADVISOR'S WEBSITE
(954) 327-1511 CONNECT WITH Jim
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General

Jim Casey is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at LPL Financial in Plantation, FL and the surrounding communities.

Financial Advisor Overview

We dislike ads. You came to this site to look for advice or a capable financial planning firm. We're given 500 or so words to 'advertise our service'. We believe starting a conversation, not using an ad, is a good way to begin. A conversation with you on your level. It's not about us, it's about you. My name is Jim Casey. I am a Certified Financial Planner Practitioner. I absolutely love what I do and work with an excellent team that also love what they do. We are a full-service financial planning firm. We do the same thing other firms on this site do. They are all very capable. What we believe we do differently is listen. We meet with you the first time and don't charge. We want to get to know you and allow you to know us. Let's talk about your needs and take it from there. Sure, we can handle your investments, formulate a plan, and provide recommendations. We do that extremely well. Before this, the most important part is getting to know you and your situation. Let's get to know each other and let us see if we can help.

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Financial Advisor Experience

We have been providing financial guidance to our clients since 1993. Our firm, which consists of some of the best and most knowledgeable, have been providing quality, personalized financial guidance for over 25 years. Our expertise ranges from basic investment and portfolio guidance, to estate and comprehensive financial planning.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: FL
  • Health/disability insurance: FL
  • Fixed annuities: FL
  • Variable annuities: FL

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Banking, Asset Allocation, Business Taxes, Career Change, Estate Planning, Investment Management, Employee Benefits, Government & Military, Getting Divorced, Irregular Income, Mutual Funds, Getting Married, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Tangible Assets, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

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Helpful Financial Planning Resources