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CM

Casey J. Mervine

WESCAL WEALTH LLC
PALOS VERDES ESTATES, CA
Some features on this profile are disabled
CRD#: 2515133
CM

Professional summary

Casey Jonathan Mervine is a registered financial advisor currently at WESCAL WEALTH LLC located in Palos Verdes Estates, California.

Casey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Casey has worked at 3 firms and has passed the Series 63, SIE, Series 7, Series 9, Series 10 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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) - RIA

Click below to view Casey Jonathan Mervine'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

April 15, 2025 - Present

WESCAL WEALTH LLC

RIA
CRD#: 335449
PALOS VERDES ESTATES, CA
Past

October 31, 2003 - April 5, 2025

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Torrance, CA
Past

February 5, 1996 - April 5, 2025

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Torrance, CA
Past

September 1, 1994 - July 20, 1995

PACIFIC COAST FINANCIAL SECURITIES, INC.

BD
CRD#: 29267

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(4/15/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 9/1/1994
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: 8/31/1994
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 9
Date: 1/2/2023
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 1/2/2023
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 8
Date: 3/4/1999
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

WW
WESCAL WEALTH LLC
LUNOVA WEALTH ADVISORY | WESCAL WEALTH LLC

CRD#: 335449 / SEC#:

California
Registered Investment Advisory firm - (4/15/2025 Approved)
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Contact information

Main Address
Palos Verdes Estates, CA
Mailing Address
Phone number
(310) 756-2060
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

Red Flags

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Company Information

WESCAL WEALTH LLC

CRD#: 335449Palos Verdes Estates, CA

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