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Casin Koy South

Investment Adviser Representative at TRADEWAY

Mexia, TXCRD #7308251Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
6 yrs
States Registered
1 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Casin Koy South has worked in the securities industry since 2020. They are registered to provide investment advisory services in Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Texas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/22/2023
Series 66
Uniform Combined State Law Examination
Passed 1/21/2021
Series 7
General Securities Representative Examination
Passed 12/10/2020
SIE
Securities Industry Essentials Examination
Passed 10/13/2020

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Up to $200,0001.85%
$200,001 to $400,0001.75%
$400,001 to $700,0001.65%
$700,001 to $1,500,0001.50%
$1,500,001 to $10,000,0001.20%
Above $10,000,0000.95%
Account minimum: $10,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Tradeway Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

TRADEWAYCurrent
7/6/2023Mexia, TX
LPL FINANCIAL LLC
1/25/20217/7/2023Caldwell, TX

Official records & sources

Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at TRADEWAY

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View TRADEWAY firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Casin Koy South has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Casin Koy South - Financial Advisor in Mexia, TX | AdvisorFinder