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Casin Koy South

Advisor at TRADEway — Mexia, TX

Updated today

Credentials

Series 65, Series 66

Experience

5 years

Location

Mexia, TX

TRADEway logo

TRADEway

Team

Total advisors

12

Across 2 offices

Clients per advisor

51 Typical

Avg AUM per client

$146,037 Very Low

HNW client ratio

2% Very Low

About

Casin South is a financial advisor at TRADEway with Series 65 and Series 66 licenses and five years of industry experience. Prior to joining TRADEway in 2023, Casin worked at LPL Financial, LLC from 2020 to 2023. TRADEway serves individual and high-net-worth clients through education, coaching, and advisory services, including subscription-based research tools and model investment portfolios. The firm’s approach integrates fundamental analysis, technical analysis, and market tone, offering both short-term trading methods and longer-term model-based allocations.

Client services

Based on TRADEway

Portfolio management Newsletters or periodicals Educational seminars or workshops

Expertise

Based on TRADEway

Active portfolio management Options & derivatives strategies Real estate investing Wealth management

Occupation focus

Based on TRADEway

Founder/Business Owner Self-Employed

Demographic focus

Based on TRADEway

Values-based investing Mid-Career Professionals

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Fee options

Fixed

Education program fees range from $97 to $30,000 charged at enrollment.

Percentage

$0 - $200,000: 1.85% annually Above $200,000 - $400,000: 1.75% annually Above $400,000 - $700,000: 1.65% annually Above $700,000 - $1.5 million: 1.50% annually Above $1.5 million - $10 million: 1.20% annually Above $10 million+: 0.95% annually

Project-based

Hourly coaching fees range from $8,000 to $20,500 based on sessions and services provided.

Subscriptions

Coaching memberships priced from $77 to $347 per month; Charts by TRADEway subscription $29.99 or $59.99 per month.

Other

Account minimum: $10,000

Location

See office

Mexia, TX

Mexia TX

Advisors at this office

11

Most active in

Texas

Work history

5 years of industry experience

TRADEway

2023 - Present • 3 years

Irving, TX

LPL Financial, LLC

2020 - 2023 • 3 years

Caldwell, TX

Student

2018 - 2020 • 2 years

Navasota, TX

High School

2014 - 2018 • 4 years

Navasota, TX

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Ross Q

Series 65

Mexia, TX

TRADEway

Ross Querry is a financial advisor with TRADEway, holding a Series 65 designation and nine years of industry experience. He has been affiliated with the University of Texas Southwestern Medical Center since 2001. TRADEway serves individual and high-net-worth clients through a combination of education, coaching, and advisory services, including subscription-based research tools and model investment portfolios. The firm’s approach integrates fundamental analysis, technical analysis, and market tone, offering both short-term trading and longer-term model-based strategies.

Active portfolio management Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner Self-Employed Values-based investing Mid-Career Professionals
user avatar

Peter B

Series 65

Mexia, TX

TRADEway

Peter Breidt is a financial advisor at TRADEway with nine years of industry experience. He holds a Series 65 designation and has worked at Booz Allen Hamilton since 1994. TRADEway serves individual and high-net-worth clients through a combination of education, coaching, and advisory services, including subscription-based research tools and model investment portfolios. The firm’s approach integrates fundamental analysis, technical analysis, and market tone, offering both short-term trading methods and longer-term model-based allocations.

Active portfolio management Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner Self-Employed Values-based investing Mid-Career Professionals
user avatar

Blair N

Series 65

Mexia, TX

TRADEway

Blair Nightingale is a financial advisor at TRADEway with nine years of industry experience. He holds a Series 65 designation and has worked at NeuVenture On Wall Street since 2015. TRADEway serves individual and high-net-worth clients through education, coaching, and advisory services, including subscription-based research tools and model investment portfolios. The firm uses a proprietary framework combining fundamental analysis, technical analysis, and market tone, offering both short-term trading methods and longer-term model-based allocations.

Active portfolio management Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner Self-Employed Values-based investing Mid-Career Professionals
user avatar

Dennis F

Series 63, Series 65

Mexia, TX

TRADEway

Dennis Foster is a financial advisor with TRADEway based in Mexia, TX, holding Series 63 and Series 65 licenses and three years of industry experience. He is also the managing partner of Hill Country Home Center, a supplier of home improvement and construction products. Prior to his financial advisory role, he worked in various capacities including at Lemon Tree Cleaners and HCTC. TRADEway serves individual clients through financial education, coaching, subscription tools, and discretionary portfolio management. The firm combines fundamental analysis, technical analysis, and market tone in its investment approach and offers a range of educational products and model portfolios designed to engage clients in active financial learning and management.

Active portfolio management Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner Self-Employed Values-based investing Mid-Career Professionals
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Caleb P

Series 65

Mexia, TX

TRADEway

Caleb Pritchett is a financial advisor at TRADEway with three years of industry experience. He holds a Series 65 designation and has worked at TRADEway since 2023, with prior roles at Trothe, Inc. and Troth LLC. TRADEway serves individual clients through financial education, coaching, subscription tools, and discretionary portfolio management. The firm employs a proprietary investment approach combining fundamental analysis, technical analysis, and market tone, alongside educational programs designed to help clients conduct their own analyses.

Active portfolio management Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner Self-Employed Values-based investing Mid-Career Professionals
user avatar

Jenny T

Series 65

Mexia, TX

TRADEway

Jenny Taylor is a financial advisor at TRADEway with eight years of industry experience. She holds a Series 65 designation and has been with TRADEway since 2010. TRADEway serves individual and high-net-worth clients through education, coaching, and advisory services, including subscription-based research tools and model investment portfolios. The firm uses a proprietary framework that integrates fundamental analysis, technical analysis, and market tone, offering both short-term trading methods and longer-term model-based allocations.

Active portfolio management Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner Self-Employed Values-based investing Mid-Career Professionals
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