Casey Elsworth Marks
Investment adviser representative at Foronjy Financial
19 yearsExperience
1 stateRegistered in
$278MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Foronjy Financial LLCOct 2024 to now
- LPL Financial, LLCMay 2018 to now
- Mariner Independent Advisor Network, LLCMay 2018 to Sep 2024
- Strategic Wealth Advisors Group, LLCMay 2018 to Oct 2020
- Fidelity Brokerage Services LLCMay 2007 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (CA).
Foronjy Financial
Legal name: Foronjy Financial LLC
$278MAssets managed
187Clients
4Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4748267
- Firm CRD
- 332380