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Casey Graham Shelton

Fidelity Brokerage Services LLC

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About Casey Graham Shelton

Casey Graham Shelton is a financial advisor currently registered with Fidelity Brokerage Services LLC. Casey has been in the financial services industry since 2018. Casey is a Series 7 and Series 63 licensed professional. Casey is registered with the following state regulators: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Prior to Casey's current role, Casey worked with LPL Financial LLC in Erie, Pennsylvania.

Firm Information

Casey Shelton is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Casey Shelton’s Registration & Firm History

KY

06/07/2023 - Present

Fidelity Brokerage Services LLC (COVINGTON KY)

PA

11/27/2020 - 01/19/2023

LPL FINANCIAL LLC (ERIE PA)

PA

10/24/2018 - 07/12/2019

LPL FINANCIAL LLC (ERIE PA)

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Licenses & Designations

BC

Issued 06/21/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/25/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/24/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There is public disclosure for Casey Graham Shelton. Review regulatory record here.
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