Casey C. Hall
Professional summary
Casey Clay Hall, CFP® is a registered financial advisor currently at FMP WEALTH ADVISERS .
Casey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Casey has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Casey Clay Hall's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2009
Experience
November 22, 2006 - Present
FMP WEALTH ADVISERS
Primary Firm SEC Registration
FMP WEALTH ADVISERS
CRD#: 110270 / SEC#: 801-30367
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/22/2006)
Current Firm
FMP WEALTH ADVISERS
CRD#: 110270 / SEC#: 801-30367
Contact information
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,749 |
| AUM (Assets Under Management) | $ 1,133,187,757 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/26/2025 | ||
| 11/21/2024 | ||
| 08/18/2023 | ||
| 02/28/2023 |
Red Flags
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