Casey Alan Bright
Investment adviser representative at Fourstar Wealth Advisors, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.4BFirm assets
Are you Casey Alan Bright? Claim your profile
Contact this firm
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
13 years in the industry.
- Fourstar Wealth Advisors, LLCNov 2024 to now
- LPL FinancialFeb 2023 to Nov 2024
- Edward JonesDec 2013 to Feb 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (KY).
Fourstar Wealth Advisors, LLC
$1.4BAssets managed
1,798Clients
44Advisers
9 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
- 6272561
- Firm CRD
- 169613