Casey Orourke
Casey Orourke is a registered investment advisor at LPL Financial LLC, based in The Villages, FL, with 18 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
910 Old Camp Rd Ste 90, The Villages, FL, 32162
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Regulatory History (1)
Customer Dispute
November 2023Other Business Activities
Casey operates under the DBA Fross & Fross Wealth Management for their LPL business since 2018. This activity is investment-related and conducted at their reported business location.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Sii Investments, INC.
Sii Investments, INC.Broker
Allstate Financial Services, LLCBroker
Allstate Financial Services, LLCBroker
Citigroup Global Markets INC.Broker
Citicorp Investment ServicesBroker
State Registrations37 states
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.