Casey Copus, financial advisor Midwest City OK
81 score

Casey Copus

CRD Number: 1977502
Current Firm: Allstate Financial Advisors, LLC

Casey Copus (CRD# 1977502) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Midwest City, OK and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Allstate Insurance Company Midwest City, OK Jun 2016 - Current < 1
Cetera Investment Services LLC St Cloud, MN Feb 2014 - Jun 2016 2
Cetera Investment Advisers LLC Oklahoma City, OK Feb 2014 - Jun 2016 2
Prosperity Bank-texas Oklahoma City, OK Aug 2013 - Jun 2016 2
Lpl Financial Norman, OK Aug 2013 - Feb 2014 < 1
Unemployed Norman, OK Apr 2013 - Jul 2013 < 1
Edward Jones St Louis, MO Jan 2013 - Apr 2013 < 1
Unemployed Norman, OK Oct 2012 - Jan 2013 < 1
Bosc, Inc. Tulsa, OK Apr 2004 - Oct 2012 8
Bank Of Texas Dallas, TX Apr 2004 - Oct 2012 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1989
S65 NASAA Investment Advisors Law Examination Feb 2005
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:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Casey S. Copus
Phone Number: 847-402-5296
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
81

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