Casey Pond, financial advisor Hendersonville NC

Casey Pond

CRD Number: 6190138
Current Firm: First Citizens Investor Services, Inc.

Casey Pond (CRD# 6190138) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Hendersonville, NC and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
First Citizens Investor Services Raleigh, NC Aug 2017 - Current 6
Round Table Investments Boone, NC Jun 2005 - Current 18
Fifth Third Securities Black Mountain, NC Jun 2017 - Aug 2017 < 1
First Citizens Investor Services Raleigh, NC Feb 2015 - Jun 2017 2
Wells Fargo Advisors, LLC Hendersonville, NC Apr 2013 - Feb 2015 1
Wells Fargo Advisors Hendersonville, NC Feb 2013 - Feb 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2013
Contact Info for Casey Pond
Phone Number: 800-229-0205
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    1,527
    MILLIONS
  • Total Number of Accounts
    5,949
    ACCOUNTS
  • Average Account Value
    $256,604
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, IL, LA, MA, MD, NC, NE, NH, NJ, NY, PA, SC, TN, TX, VA, WA, WI, WV

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