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Robert Lawrence Casey

ONE WAY HOLDINGS LLC·FLOWER MOUND, Texas
SIE, Series 7, Series 66Clean record16 years registeredONE WAY HOLDINGS LLC
2910 LAKESIDE VILLAGE BLVD, FLOWER MOUND, TX 75022CRD# 5721668Firm CRD# 315934

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Lawrence Casey · FLOWER MOUND, TX
Registration
CRD #5721668 · ONE WAY HOLDINGS LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

GDS WEALTH MANAGEMENT
Sep 2021 – present
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Dec 2017 – Oct 2021
FLOWER MOUND, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Sep 2014 – Dec 2017
FLOWER MOUND, TX
WELLS FARGO ADVISORS, LLC
Aug 2010 – Sep 2014
DALLAS, TX
EDWARD JONES
Nov 2009 – Jul 2010
SHREVEPORT, LA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · November 30, 2009
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ONE WAY HOLDINGS LLC
CRD 315934 · SEC 801-122391
AUM
$892M
Regulatory assets under management
Employees
12
2,641 client accounts
Services offered by ONE WAY HOLDINGS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ONE WAY HOLDINGS LLC →
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05

Frequently Asked Questions

What services does Robert Lawrence Casey offer?
Robert Lawrence Casey specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in FLOWER MOUND, Texas for a consultation.
What are Robert Lawrence Casey's credentials?
Robert Lawrence Casey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Lawrence Casey located?
Robert Lawrence Casey is based in FLOWER MOUND, Texas, working with ONE WAY HOLDINGS LLC. Their office serves clients in the FLOWER MOUND metropolitan area and surrounding communities.
How does Robert Lawrence Casey charge for services?
Robert Lawrence Casey'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 ONE WAY HOLDINGS LLC?
ONE WAY HOLDINGS LLC has approximately 12 employees and manages $892M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ONE WAY HOLDINGS LLC

Glen David Smith
FLOWER MOUND, TX
CFP
Erica Lynn Dore
FLOWER MOUND, TX

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