Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey Newsom Brighton is a financial advisor with over 9 years of experience in the financial services industry. Casey is currently registered with TIAA-CREF Individual & Institutional Services, LLC and has been with the firm since January 2018. Prior to joining TIAA, Casey worked for LPL Financial, LLC and Edward Jones. Casey is licensed in multiple states and has a strong background in providing financial planning and investment management services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NC
01/31/2018 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
12/08/2016 - 01/30/2018
LPL FINANCIAL LLC (GREENVILLE NC)
NC
12/23/2013 - 12/09/2016
EDWARD JONES (GREENVILLE NC)
BOTH
Issued 01/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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