Member · Secura Financial
Casey L. Hatcher
CRD 5493769 · Named on Form ADV at one SEC-registered adviser
At a glance
Secura Financial, an SEC-registered wealth manager based in Orange, CA with $320 million in regulatory assets, lists Casey L. Hatcher on its Form ADV as Member.
Firms and roles
- Secura FinancialMemberWealth manager · Orange, CA · $320M in regulatory assets
AtlasMembers
Casey’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Harry M. BarthMember/chief Compliance Officer, Secura Financial
- Richard W JackmanMember/chief Investment Officer, Secura Financial
- Jason D. StoneManaging Director/member, Secura Financial
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Casey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.