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Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
CC

Casey Christine West

Florida·CRD #6862161
IA Rep

Investment Adviser Rep at FOGEL CAPITAL MANAGEMENT INC

Experience
9 yrs
States
1
Exams
1
Since
2017
Fee
AUM
View profile
CC

Casey Ciesla

Illinois·CRD #8325456
IA Rep

Investment Adviser Rep at BROOKSTONE CAPITAL MANAGEMENT LLC

States
1
Exams
1
Since
2026
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
CC

Casey Craven Peterson

South Dakota·CRD #4562594
IA Rep

Investment Adviser Rep at AVANTAX PLANNING PARTNERS, INC.

Experience
25 yrs
States
1
Exams
1
Since
2001
Est. fee
AUM / Hourly / Flat Fee
View profile
CD

Casey Dale Moag

Florida·CRD #6955135
Dual-registered

Dual-registered at BANKERS LIFE ADVISORY SERVICES, INC.

Experience
8 yrs
States
2
Exams
5
Since
2018
Est. fee
AUM / Other
View profile
CD

Casey Dawn Truman

Kansas·CRD #6479425
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
11 yrs
States
2
Exams
3
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
CD

Casey Day Blair

Idaho·CRD #8214803
IA Rep

Investment Adviser Rep at ONEASCENT FINANCIAL SERVICES LLC

States
1
Exams
1
Since
2026
Est. fee
AUM / Hourly / Flat Fee
View profile
CD

Casey Derek Gunter

California·CRD #7388566
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
CD

Casey Dettorre

California·CRD #5311424
Dual-registered

Dual-registered at TRILOGY CAPITAL, INC.

Experience
19 yrs
States
2
Exams
5
Since
2007
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CD

Casey Dewayne Kotter

California·CRD #4717681
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
22 yrs
States
7
Exams
3
Since
2004
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CD

Casey D. Ryan

New York·CRD #2298663
Dual-registered

Dual-registered at HOWE AND RUSLING, INC.

Experience
5 yrs
States
2
Exams
3
Since
2021
Fee
AUM / Flat Fee
Minimum
$500k
View profile
CE

Casey Edward Cleveland

Oregon·CRD #3065319
Dual-registered

Dual-registered at HORST & GRABEN WEALTH MANAGEMENT, LLC

Experience
23 yrs
States
2
Exams
7
Since
2003
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
CF

Casey Freeman

Connecticut·CRD #5127006
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
20 yrs
States
2
Exams
6
Since
2006
Est. fee
AUM / Commission / Flat Fee
View profile
CF

Casey Fung

Texas·CRD #8083907
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
CG

Casey Gray Clark

Louisiana·CRD #8048074
Dual-registered

Dual-registered at BANKERS LIFE ADVISORY SERVICES, INC.

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Other
View profile
CH

Casey Harding

Texas·CRD #7260179
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
6 yrs
States
1
Exams
4
Since
2020
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CH

Casey Hunter Pisano

New Jersey·CRD #5888879
Dual-registered

Dual-registered at BIONDO INVESTMENT ADVISORS LLC

Experience
14 yrs
States
3
Exams
4
Since
2012
Est. fee
AUM / Flat Fee / Other
Minimum
$250k
View profile
CJ

Casey James Lysaght

Indiana·CRD #5550906
Dual-registered

Dual-registered at EUKLES ASSET MANAGEMENT, LLC

Experience
10 yrs
States
4
Exams
4
Since
2016
Fee
AUM
View profile
CJ

Casey James Scott

Oregon·CRD #1782910
Dual-registered

Dual-registered at SCOTT CAPITAL ADVISORS, LLC

Experience
39 yrs
States
1
Exams
5
Since
1987
Est. fee
AUM / Hourly / Flat Fee
View profile
CJ

Casey J Callahan

Illinois·CRD #6751307
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
7 yrs
States
1
Exams
5
Since
2019
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CJ

Casey John Flanagan

Georgia·CRD #7499600
IA Rep

Investment Adviser Rep at ZWJ INVESTMENT COUNSEL INC

Experience
4 yrs
States
1
Since
2022
Fee
AUM / Flat Fee
Minimum
$1.0M
View profile
CJ

Casey John Hicks

New York·CRD #2574911
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
16 yrs
States
3
Exams
4
Since
2010
Est. fee
AUM / Commission / Flat Fee
View profile
CJ

Casey J Vogel

Texas·CRD #6003859
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
14 yrs
States
1
Exams
4
Since
2012
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
CK

Casey Kellen McIntyre

North Carolina·CRD #7081151
IA Rep

Investment Adviser Rep at ALPHASTAR CAPITAL MANAGEMENT

States
1
Since
2026
Est. fee
AUM / Hourly / Flat Fee
View profile
CK

Casey Kelly Blout

California·CRD #7151241
IA Rep

Investment Adviser Rep at LEGACY PCG, LLC

Experience
3 yrs
States
2
Exams
2
Since
2023
Est. fee
AUM / Flat Fee
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

Financial Advisors - Page 523 | AdvisorFinder