Casey Dettorre is a CFP-designated registered investment advisor at LPL Financial LLC, based in Corona, CA, 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
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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
980 Montecito Dr STE 108, Corona, CA, 92879
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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 Registrations10 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.