Casey Dettorre, financial advisor Corona CA
83 score

Casey Dettorre

CRD Number: 5311424
Current Firm: National Planning Corporation ("npc Of America" In Fl & Ny)

Casey Dettorre (CRD# 5311424) is an Investment Advisor Representative working at National Planning Corporation ("npc Of America" In Fl & Ny) in Corona, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Trilogy Capital Inc. Corona, CA Jan 2016 - Current < 1
Trilogy Financial Services Corona, CA Mar 2007 - Current 9
National Planning Corporation Cororan, CA Mar 2007 - Current 9
All Media Capital Brea, CA Aug 2006 - Mar 2007 < 1
Iron Wok Asian Bistro Temecula, CA Aug 2004 - Aug 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2007
S65 NASAA Investment Advisors Law Examination Jul 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Casey Dettorre
Phone Number: 310-899-7900
Firm Website: https://www.natplan.com
Registered State(s):
  • AZ
  • KY
  • MO
  • NV
  • OH
  • SD
  • WV
  • WA
  • CA
By the Numbers
  • Total Assets Under Management
    7,811
    MILLIONS
  • Total Number of Accounts
    42,943
    ACCOUNTS
  • Average Account Value
    $181,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
83

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