Unclaimed Profile

Casey James Griffin

AVANTAX ADVISORY SERVICES, INC.·DALLAS, Texas

AVANTAX ADVISORY SERVICES, INC.

3200 OLYMPUS BLVD, DALLAS, TX 75019CRD# 3124214Firm CRD# 104556

Profile Verification

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

Identity

Casey James Griffin · DALLAS, TX

Registration

CRD #3124214 · AVANTAX ADVISORY SERVICES, INC.

Brand Profile

Not yet started

Disclosure history

7 disclosures on file · See FINRA BrokerCheck for full record

About

Casey James Griffin is a registered financial advisor based in DALLAS, Texas, affiliated with AVANTAX ADVISORY SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

AVANTAX ADVISORY SERVICES, INC.

AVANTAX ADVISORY SERVICES

AUM

$41.7B

Regulatory assets under management

Employees

2478

Total firm employees

View all advisors at AVANTAX ADVISORY SERVICES, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Other: SOLICITOR FEES

Regulatory

SEC/IARD CRD# 3124214

Firm CRD# 104556

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Casey James Griffin offer?

Casey James Griffin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DALLAS, Texas for a consultation.

What are Casey James Griffin's credentials?

Casey James Griffin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Casey James Griffin located?

Casey James Griffin is based in DALLAS, Texas, working with AVANTAX ADVISORY SERVICES, INC.. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Casey James Griffin charge for services?

Casey James Griffin's firm is compensated through percentage of aum, subscription fees, other: solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AVANTAX ADVISORY SERVICES, INC.?

AVANTAX ADVISORY SERVICES, INC. has approximately 2478 employees and manages $41.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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