Casey Justin Fry
Investment adviser representative at Kestra Advisory Services, LLC
11 yearsExperience
1 stateRegistered in
$79.8BFirm assets
27 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
11 years in the industry.
- Kestra Advisory Services, LLCFeb 2023 to now
- Kestra Investment Services LLCFeb 2023 to now
- Principal Life Insurance CompanyFeb 2019 to Feb 2023
- Principal Securities IncFeb 2019 to Feb 2023
- Symonds Wealth ManagementFeb 2019 to Feb 2023
- Raymond James Financial Services Advisors Inc.Apr 2015 to Feb 2019
- Raymond James Financial ServicesMar 2015 to Feb 2019
- Southside BankMar 2015 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (TX).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 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
- 5158152
- Firm CRD
- 283330