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Patrick C. Magner

ACCESSALPHA WORLDWIDE LLC
Chicago, IL 60606
Some features on this profile are disabled
CRD#: 2075975
PM

Professional summary

Patrick Casey Magner, who also goes by Casey Magner, is a registered financial professional currently at ACCESSALPHA WORLDWIDE LLC located in Chicago, Illinois.

Patrick is registered as a RR (Registered Representative) and started their career in finance in 2007. Patrick has worked at 2 firms and has passed the Series 63, SIE, Series 7, Series 6, Series 14 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Casey Magner

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Patrick Casey Magner's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 18, 2017 - Present

ACCESSALPHA WORLDWIDE LLC

Office #1: 444 West Lake Street Suite 1700, Chicago, IL 60606
BD
CRD#: 142279
Chicago, IL
Past

December 14, 2007 - January 5, 2017

FRONTEGRA STRATEGIES, LLC

BD
CRD#: 137529
NORTHBROOK, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Illinois
(1/18/2017)

Exams

State Security Law Exam
RR
Series 63
Date: 1/17/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/18/2011
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 12/13/2007
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/3/2017
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

AW
ACCESSALPHA WORLDWIDE LLC
ACCESSALPHA WORLDWIDE LLC

CRD#: 142279 / SEC#: , 8-67446

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
444 West Lake Street Suite 1700, Chicago, IL 60606
Mailing Address
444 West Lake Street Suite 1700, Chicago, IL 60606
Phone number
(847) 475-6000
Established
Delaware since 06/26/2006
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
MAGNER, PATRICK CASEYCEO, CCO, AMLCO, EXECUTIVE REPRESENTATIVE2075975
LECLERCQ, ROBERT RENE IIIPRESIDENT, CFO, SECRETARY1384014
LENART, BRIAN DOUGLASFINOP, PFO/POO736107

Disclosures

Regulatory Event1

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ACCESSALPHA WORLDWIDE LLC

CRD#: 142279Chicago, IL 60606

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