Casey Dettorre

CFP

LPL Financial LLC

18 Years of Experience

1 DisclosureBroker

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Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning

LPL Financial LLC

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

26657 advisors

Number of Clients

1,676,192 clients

Average Client Portfolio

$369K average

Assets Under Management

$618.9B

Fee Structure

Minimum Investment:$1K

Location

980 Montecito Dr STE 108, Corona, CA, 92879

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History

Regulatory History (1)

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Customer Dispute

September 2015

Denied

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Other 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.