Casey Lee Dickinson
Investment adviser representative at Truadvisors
11 yearsExperience
1 stateRegistered in
$132.7MFirm assets
1 yearFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- TruadvisorsMay 2025 to now
- Truadvisors FinancialMar 2025 to now
- Stranded Media HouseNov 2018 to now
- Premier Meat CompanyJul 2017 to Nov 2018
- Full Sail UniversityOct 2015 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CO).
Truadvisors
Legal name: Truadvisors Financial, LLC
$132.7MAssets managed
172Clients
4Advisers
1 yearIn 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
- 8065441
- Firm CRD
- 170564