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Robert Lawrence Casey

ONE WAY HOLDINGS LLC·FLOWER MOUND, Texas
Clean recordONE 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Lawrence Casey is a registered financial advisor based in FLOWER MOUND, Texas, affiliated with ONE WAY HOLDINGS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ONE WAY HOLDINGS LLC
GDS WEALTH MANAGEMENT
AUM
$892M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at ONE WAY HOLDINGS LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5721668
Firm CRD# 315934
View on FINRA BrokerCheck →

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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

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

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Research
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