Casey Alan Bright

CFP

11 Years of Experience

3 Disclosures

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningCharitable Giving

Fourstar Wealth Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

41 advisors

Number of Clients

1,314 clients

Average Client Portfolio

$944K average

Assets Under Management

$1.2B

Fee Structure

Location

2416 Greatstone Point, Lexington, KY, 40504

Get directions

History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

October 2024

Final

Employment Separation After Allegations

January 2023

Customer Dispute

March 2017

Settled

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Fourstar Wealth Advisors, LLC

November 2024 - Present · 1 yr 3 mos

Previous Registrations

LPL Financial LLC

February 2023 - December 2024 · 1 yr 10 mos

LPL Financial LLCBroker

February 2023 - December 2024 · 1 yr 10 mos

Edward Jones

March 2014 - February 2023 · 8 yrs 11 mos

Edward JonesBroker

January 2014 - February 2023 · 9 yrs 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.