DANIEL FRANCIS CASEY is an investment adviser representative (IAR) with state registration records since 1999, appearing at 4 firms. Currently registered with CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC..
| Firm | From | To | Current |
|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 2025-10-23 | present | Yes |
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | 2013-11-15 | 2025-11-19 | — |
| WESTLAKE FINANCIAL ADVISORS LLC | 2012-06-14 | 2015-05-14 | — |
| FINANCIAL WEST GROUP | 1999-09-02 | 2013-11-18 | — |