The Pinnacle Financial Group
44yrs
Top advisor by experience in The Villages
20yrs
Casey Orourke is a fiduciary financial advisor in The Villages, Florida, with 20 years in the industry. After four years at SII Investments, Casey joined LPL Financial in 2018, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 176 advisors with offices in The Villages, and one of 161 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 61% of advisors in The Villages
Office910 Old Camp Rd Suite 90, The Villages, FL 32162
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowLPL Financial LLCCurrent firm
- 2014 – 2018SII Investments, Inc.Previously
Contact Casey
910 Old Camp Rd Suite 90The Villages, FL 32162Office · Get directions Firm main line(704) 733-3300Headquarters: LPL Financial · Fort Mill, SC Facebook pageLPL Financial
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Questions to ask Casey
Tailored to Casey’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Casey
How do I contact Casey?
Call LPL Financial at (704) 733-3300 and ask for Casey Orourke. Casey works from the The Villages, FL office.
How long has Casey been a financial advisor?
Casey has been in the industry since 2006, about 20 years. More experience than 61% of advisors in The Villages.
What licenses does Casey hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Casey a fiduciary?
Casey is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Casey paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Casey for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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