Casey Dickinson has been an investment adviser representative at TruAdvisors Financial since May 2025, and is not listed among the firm’s executive officers or direct owners.
Truadvisors Financial, LLC is a Tampa, FL firm with $133M under management, 172 clients and 4 advisers across 5 offices, as of its September 2026 filing.
- TruadvisorsCurrent– present · 1 yearColorado Springs, CO · Adviser representative · Firm CRD 170564
Investment adviser representative registrations
Casey Dickinson is registered as an investment adviser representative in Colorado, since May 2025.
- ColoradoSince 9 May 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 March 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Casey Lee Dickinson
- CRD
- 8065441
- Firm
- TruAdvisors Financial · CRD 170564
- Office
- Colorado Springs, CO
- Registration
- Investment adviser registration
- In the industry since
- May 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Casey Dickinson work?
Casey Dickinson is an investment adviser representative registered through Truadvisors Financial, LLC since May 2025, and is not listed among the firm’s executive officers or direct owners.
Is Casey Dickinson a financial advisor?
Yes. Casey Dickinson has a current investment-adviser registration in Colorado, through TruAdvisors Financial since May 2025.
How many years of experience does Casey Dickinson have?
Casey Dickinson has 1 year in the financial industry, since May 2025, across 1 adviser firm.
What exams has Casey Dickinson passed?
Casey Dickinson passed the Series 65 in March 2025.
Where is Casey Dickinson based?
Casey Dickinson’s registered office is in Colorado Springs, CO.
Is Casey Dickinson registered with FINRA?
No. Casey Dickinson has no current broker registration.
How can I verify Casey Dickinson’s record?
Search CRD 8065441 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Casey Dickinson’s full registration record.