Kurt Chase
Kurt Chase is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lacey, WA, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
665 Woodland Square Loop SE, Lacey, WA, 98503
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2020Customer Dispute
March 2004Other Business Activities
Kurt owns rental real estate property since January 2024, dedicating minimal time to it. He also works as a financial advisor for both Columbia Wealth Advisors and Umpqua Bank, spending about half his time or more at each.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cetera Investment Services LLC
J.P. Turner & Company, L.L.C.Broker
J P Turner & Company Capital Management, LLC
Gunnallen Financial, INCBroker
Gunnallen Financial, INC
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.