Casey Fry is a registered investment advisor, based in Fort Worth, TX, with 20 years of industry experience. Casey is also registered as a broker, so some compensation may come from commissions on products sold.
Location
2512 Horne St, Suite100, Fort Worth, TX, 76107
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Regulatory History (1)
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Customer Dispute
August 2014Denied
Other Business Activities
Casey works full-time as a registered representative through Kestra Investment Services and as an investment advisor representative through Kestra Advisory Services, LLC. Both roles began in February 2023 and are investment-related.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
February 2023 - Present · 3 yrs 8 mos
Kestra Advisory Services, LLC
February 2023 - Present · 3 yrs 8 mos
Previous Registrations
Principal Securities, INC.
February 2019 - February 2023 · 4 yrs
Principal Securities, INC.Broker
February 2019 - February 2023 · 4 yrs
Raymond James Financial Services Advisors, INC
April 2015 - February 2019 · 3 yrs 10 mos
Raymond James Financial Services, INC.Broker
April 2015 - February 2019 · 3 yrs 10 mos
J.P. Morgan Securities LLC
October 2012 - April 2015 · 2 yrs 6 mos
J.P. Morgan Securities LLCBroker
October 2012 - April 2015 · 2 yrs 6 mos
Chase Investment Services CORP.
November 2011 - October 2012 · 11 mos
Chase Investment Services CORP.Broker
July 2006 - October 2012 · 6 yrs 3 mos
State Registrations18 states
ARAZCOIAILKSLAMEMONCNENMOKPATXUTWAWY
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.
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