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Advisors / New Hampshire / Fitzwilliam
13yrs

Casey Head

Full name on record: Casey Benjamin Head

Financial advisor at Principal Securities

Casey Head has worked in the financial industry for 13 years and is a fiduciary financial advisor based in Fitzwilliam, New Hampshire. Casey has been with Principal Securities since 2026. Principal Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.

Fitzwilliam, NHFiduciary advisor
Call Principal SecuritiesDirections

At a glance

Experience13 years (since 2013)
How that compares ?13 years in the industry
OfficeFitzwilliam, NH
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$324,050
Advisors at the firm1,465
States licensed ?1 state

Services through Principal Securities

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. Jun 2026 – now

Questions to ask Casey

Tailored to Casey’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Casey

How do I contact Casey?

Call Principal Securities at 888-774-6267 and ask for Casey Head. Casey works from the Fitzwilliam, NH office.

How long has Casey been a financial advisor?

Casey has been in the industry since 2013, about 13 years. 13 years in the industry.

What licenses does Casey hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Casey a fiduciary?

Casey is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Casey paid?

Principal Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Casey for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.