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Casey Cason

Investment Adviser Representative at TACTIVE ADVISORS, LLC

Peoria, AZCRD #4637180Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
20 yrs
States Registered
1 states
Exams Passed
6

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Arizona
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 7/10/2008
Series 52
Municipal Securities Representative Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 4/28/2003
Series 53
Municipal Securities Principal Examination
Passed 10/29/2008
Series 24
General Securities Principal Examination
Passed 6/16/2008

Approximate fees

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

Primary fee model
Assets Under Management (AUM)
Source

Tactive Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

TACTIVE ADVISORS, LLCCurrent
1/12/2026Peoria, AZ
BROOKWOOD INVESTMENT GROUPCurrent
12/18/2025Peoria, AZ
REDWOOD PRIVATE WEALTH
12/13/20213/31/2025Phoenix, AZ
WORLD EQUITY GROUP, INC.
1/7/20208/25/2021Albuquerque, NM
TRIUMPH WEALTH ADVISORS, INC.
6/27/20197/27/2021Albuquerque, NM
WOODBURY FINANCIAL SERVICES, INC.
3/1/20196/28/2019Albuquerque, NM
QUESTAR ASSET MANAGEMENT, INC.
9/11/20173/1/2019Albuquerque, NM
GRADIENT WEALTH MANAGEMENT
11/9/20169/12/2017Albuquerque, NM
CUE FINANCIAL GROUP, INC.
10/28/201311/17/2016Albuquerque, NM
CETERA ADVISOR NETWORKS LLC
7/14/200812/13/2013Albuquerque, NM
UBS FINANCIAL SERVICES INC.
5/19/20039/15/2003Albuquerque, NM

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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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. Casey Cason 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.

Casey Cason - Financial Advisor in Peoria, AZ | AdvisorFinder