As Partner and Co-Founder, I use my wide-ranging experience to give clients of Compston Wealth Management an insight and point of view on their investments and financial goals that is rare to find elsewhere.Please contact me by email at casey@compstonwealthmanagement.com or by phone at (740) 442-7111. I cannot respond to messages through LinkedIn.Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.This information is intended for use only by residents of CA, FL, KY, MD, NC, OH, SC, TX, VA, WV.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Listed skills include Portfolio Guidance, Investments, Market Research, and Portfolio Management.