Casey Justin Fry

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2015 → 02/2019
  Raymond James Financial Services
  Fort Worth, TX
• 04/2015 → 02/2019
  Raymond James Financial Services Advisors Inc.
  Fort Worth, TX
• 03/2015 → 01/2019
  Southside Bank
  Fort Worth, TX
• 02/2019 → 02/2023
  Principal Life Insurance Company
  Fort Worth, TX
• 02/2019 → 02/2023
  Principal Securities Inc
  Fort Worth, TX
• 02/2019 → 02/2023
  Symonds Wealth Management
  Fort Worth, TX
• 02/2023 → Present
  Kestra Investment Services Llc
  Fort Worth, TX
• 02/2023 → Present
  Kestra Advisory Services Llc
  Fort Worth, TX

Previous Registrations

• 2019-02-22 → 2023-02-15
  Principal Securities, Inc.
  Fort Worth, TX
  Fort Worth, TX
  Fort Worth, TX
  Fort Worth, TX
• 2015-04-02 → 2019-02-20
  Raymond James Financial Services Advisors, Inc
  Fort Worth, TX
• 2012-10-01 → 2015-04-08
  J.P. Morgan Securities Llc
  Fort Worth, TX
  Ft. Worth, TX
  Fort Worth, TX
  Arlington, TX
  Mansfield, TX
  Mansfield, TX
  Arlington, TX
  Mansfield,, TX
• 2011-11-10 → 2012-10-01
  Chase Investment Services Corp.
  Fort Worth, TX
  Ft. Worth, TX
  Fort Worth, TX
  Ft. Worth, TX
  Ft. Worth, TX

Other Businesses

Business Name: SYMONDS WEALTH MANGEMENT POSITION: RR NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/13/2023 ADDRESS: 2501 Horne St, Fort Worth TX 76107 DESCRIPTION: RR Business Name: KESTRA ADVISORY SERVICE LLC POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/13/2023 ADDRESS: 5707 SW Parkway, bld 2 ste 400, Austin TX 78735 DESCRIPTION: IAR

Exams

• S66 Uniform Combined State Law Examination
  2011-11-09
• S63 Uniform Securities Agent State Law Examination
  2006-09-14

Other Names

• Casey J Fry