Casey Griffin is a registered investment advisor, based in Fort Worth, TX, with 27 years of industry experience.
Location
1 Firstcomm Plaza, Fort Worth, TX, 76109
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Casey is the Chief Operating Officer of Farpointe Wealth Partners, working nearly full-time. Casey also owns Farpointe Financial Services LLC, TKE Properties LLC (rental homes), and is a financial professional at Farpointe Wealth Advisors, dedicating about 10-20% of their time to the latter.
Employment History
Current Registrations
First Command Brokerage Services, INC.
First Command Advisory Services
First Command Brokerage Services, INC.Broker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.