Unclaimed Profile

John Kevin Cassil

CE INVESTMENT MANAGEMENT, LLC·OKLAHOMA CITY, Oklahoma

Clean recordCE INVESTMENT MANAGEMENT, LLC

9000 CAMERON PARKWAY, OKLAHOMA CITY, OK 73114CRD# 7358295Firm CRD# 299786

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Kevin Cassil · OKLAHOMA CITY, OK

Registration

CRD #7358295 · CE INVESTMENT MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

John Kevin Cassil is a registered financial advisor based in OKLAHOMA CITY, Oklahoma, affiliated with CE INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Wealth Management

Fee-Only Advisory

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

CE INVESTMENT MANAGEMENT, LLC

AUM

$6.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CE INVESTMENT MANAGEMENT, LLC →

Services

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 7358295

Firm CRD# 299786

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Frequently Asked Questions

What services does John Kevin Cassil offer?

John Kevin Cassil specializes in Wealth Management, Fee-Only Advisory. Contact their office in OKLAHOMA CITY, Oklahoma for a consultation.

What are John Kevin Cassil's credentials?

John Kevin Cassil is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Kevin Cassil located?

John Kevin Cassil is based in OKLAHOMA CITY, Oklahoma, working with CE INVESTMENT MANAGEMENT, LLC. Their office serves clients in the OKLAHOMA CITY metropolitan area and surrounding communities.

How does John Kevin Cassil charge for services?

John Kevin Cassil's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CE INVESTMENT MANAGEMENT, LLC?

CE INVESTMENT MANAGEMENT, LLC has approximately 17 employees and manages $6.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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