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Kevin C
CFP®, Series 63, Series 65
Abilene, TX
OSAIC
Kevin Cassidy is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at OSAIC since 2023. He previously worked at several firms including Sagepoint Financial and Investment Marketing Resources. Cassidy holds directorship roles with Junior Achievement Abilene and Presbyterian Medical Care Mission, both nonprofit organizations. OSAIC serves a diverse client base including retail and institutional investors, providing brokerage and investment advisory services through a large network of affiliated advisors and multiple platforms. The firm uses asset-allocation tools and risk assessment measures to construct portfolios that include a wide range of investment vehicles and offers discretionary and non-discretionary management options.
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