Casey T Hepburn
Investment adviser representative at Principal Advised Services
12 yearsExperience
2 statesRegistered in
$1.4BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Principal Advised ServicesJun 2024 to now
- Principal BankJun 2024 to now
- Principal Securities, Inc.Jun 2023 to now
- Principal Life Insurance CompanyMay 2023 to now
- Truist FinancialAug 2022 to May 2023
- WalmartNov 2019 to Apr 2020
- DoordashMay 2019 to May 2022
- Planet FitnessMay 2019 to Sep 2019
- KrogerMay 2019 to Jul 2019
- Radford UniversityAug 2018 to May 2022
- Xtreme SpringzApr 2018 to Aug 2018
- Panda ExpressOct 2017 to Apr 2018
- Taco BellDec 2016 to Aug 2017
- Christiansburg High SchoolAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (IA, NC).
Principal Advised Services
Legal name: Principal Advised Services, LLC
$1.4BAssets managed
23,164Clients
231Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7746373
- Firm CRD
- 297324