Casey Dettorre is a CFP-designated registered investment advisor at LPL Financial LLC, based in Corona, CA, with 19 years of industry experience. Casey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
980 Montecito Dr STE 108, Corona, CA, 92879
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2015Other Business Activities
Casey works as an Investment Executive for Trilogy Financial Services and provides investment advisory services through Trilogy Capital, Inc. The latter takes nearly full-time hours, while the former takes a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Trilogy Capital, INC.
Previous Registrations
LPL Financial LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
State Registrations11 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.
Exams
More Advisors
- Scott NaimanLPL Financial LLC
- Keegan TangheLPL Financial LLC
- Scott Foties, CFPLPL Financial LLC
- Jeffrey Seuferling, CFPLPL Financial LLC
- Sulaiman Mayel, CFPJ.P. Morgan Securities LLC
- Steven Ditch, CFPCetera Investment Advisers LLC