Unclaimed Profile

Casey Lee Hatcher

SECURA FINANCIAL, LLC·ORANGE, California

SIE, Series 7, Series 66CFPClean record18 years registeredSECURA FINANCIAL, LLC

333 CITY BOULEVARD WEST,, ORANGE, CA 92868-2944CRD# 5493769Firm CRD# 137324

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Casey Lee Hatcher · ORANGE, CA

Registration

CRD #5493769 · SECURA FINANCIAL, LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SECURA FINANCIAL, LLC

STONE HATCHER FINANCIAL

Apr 2018 – Jun 2019

ANAHEIM, CA

CROWN CAPITAL SECURITIES, L.P.

Mar 2015 – Mar 2024

ORANGE, CA

AMERIPRISE FINANCIAL SERVICES, INC.

Apr 2008 – Aug 2013

LONG BEACH, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · April 30, 2008

Years registered · 18

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SECURA FINANCIAL, LLC

CRD 137324 · SEC 801-113072

AUM

$230M

Regulatory assets under management

Employees

1,123 client accounts

Services offered by SECURA FINANCIAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SECURA FINANCIAL, LLC →

Introduction

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Frequently Asked Questions

What services does Casey Lee Hatcher offer?

Casey Lee Hatcher specializes in Financial Planning, Investment Management, Wealth Management.

What are Casey Lee Hatcher's credentials?

Casey Lee Hatcher holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Casey Lee Hatcher located?

Casey Lee Hatcher is based in ORANGE, California, last registered with SECURA FINANCIAL, LLC.

How does Casey Lee Hatcher charge for services?

Casey Lee Hatcher's firm is compensated through percentage of aum, hourly charges, subscription fees, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SECURA FINANCIAL, LLC?

SECURA FINANCIAL, LLC has approximately 10 employees and manages $230M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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