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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+)
CL

Casey Lane Farmer

Texas·CRD #6478988
Dual-registered

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

Experience
8 yrs
States
2
Exams
3
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
CL

Casey L Butts Sr.

Mississippi·CRD #5961946
Dual-registered

Dual-registered at NEWEDGE ADVISORS

Experience
2 yrs
States
1
Exams
3
Since
2024
Fee
AUM / Hourly / Flat Fee
View profile
CL

Casey L Carlson

Florida·CRD #6514469
Dual-registered

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

Experience
11 yrs
States
2
Exams
4
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
CL

Casey Lee Dickinson

Colorado·CRD #8065441
IA Rep

Investment Adviser Rep at TRUADVISORS

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM
View profile
CL

Casey Lee McClurkin

Maine·CRD #6534471
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
8 yrs
States
1
Exams
3
Since
2018
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
CL

Casey Louis Nuchereno

New York·CRD #6806352
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
8 yrs
States
2
Exams
3
Since
2018
Est. fee
AUM / Hourly / Flat Fee
View profile
CM

Casey Mackenzie Elkins

Texas·CRD #7306426
IA Rep

Investment Adviser Rep at FOUNDATIONS INVESTMENT ADVISORS LLC

Experience
6 yrs
States
2
Exams
2
Since
2020
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
CM

Casey Madden

Illinois·CRD #5636339
IA Rep

Investment Adviser Rep at BROOKSTONE CAPITAL MANAGEMENT LLC

Experience
17 yrs
States
1
Since
2009
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
CM

Casey Malloy

Iowa·CRD #6326461
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
12 yrs
States
1
Exams
5
Since
2014
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CM

Casey Maney Campana

Alabama·CRD #2437989
Dual-registered

Dual-registered at SYNOVUS SECURITIES, INC.

Experience
30 yrs
States
14
Exams
3
Since
1996
Est. fee
AUM / Commission / Hourly / Flat Fee
View profile
CM

Casey Marissa Bibb

Virginia·CRD #7916814
IA Rep

Investment Adviser Rep at MARTIN WEALTH SOLUTIONS

Experience
2 yrs
States
1
Exams
1
Since
2024
Est. fee
AUM / Hourly
View profile
CM

Casey Mark Monsen

Texas·CRD #5594984
IA Rep

Investment Adviser Rep at KEELER THOMAS MANAGEMENT LLC

Experience
17 yrs
States
2
Exams
3
Since
2009
Est. fee
AUM / Hourly / Flat Fee
View profile
CM

Casey M Dutton

Texas·CRD #6876727
Dual-registered

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

Experience
7 yrs
States
1
Exams
4
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
CM

Casey Michael Broach

California·CRD #4731305
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
23 yrs
States
10
Exams
3
Since
2003
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CM

Casey Michael Edwards

North Carolina·CRD #7271492
Dual-registered

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

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
CM

Casey Michael Smith

North Carolina·CRD #6645139
Dual-registered

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

Experience
10 yrs
States
1
Exams
3
Since
2016
Est. fee
AUM / Commission / Flat Fee
View profile
CM

Casey Michael Thrush

Maryland·CRD #6859543
Dual-registered

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

Experience
9 yrs
States
2
Exams
3
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
CM

Casey M Urkuski

Pennsylvania·CRD #5741177
Dual-registered

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

Experience
3 yrs
States
2
Exams
5
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
CM

Casey M Vader

Colorado·CRD #3015498
Dual-registered

Dual-registered at STEELE STREET PRIVATE WEALTH MANAGEMENT

Experience
28 yrs
States
2
Exams
5
Since
1998
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
CN

Casey Norman Hande

Montana·CRD #5281531
Dual-registered

Dual-registered at NEWEDGE ADVISORS

Experience
19 yrs
States
3
Exams
3
Since
2007
Fee
AUM / Hourly / Flat Fee
View profile
CN

Casey Noyes O'Donnell

New York·CRD #5915257
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
13 yrs
States
1
Exams
4
Since
2013
Est. fee
AUM / Hourly / Flat Fee
View profile
CO

Casey Obrien

Minnesota·CRD #7141890
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

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

Casey Patrick Crawford

N/A·CRD #6114678
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
11 yrs
Exams
7
Est. fee
AUM / Flat Fee
View profile
CP

Casey Patrick O'Gorman

Florida·CRD #1983923
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
37 yrs
States
3
Exams
5
Since
1989
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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.

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