Casey Kupper
Casey Kupper is a CFA, CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Irving, TX, with 24 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
105 Decker Dr, Suite 450, Irving, TX, 75062
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Casey is a wealth manager and co-branch manager at Cadent Capital, LLC since 2018. This activity requires minimal time commitment.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Quest Capital Management, INC.
Raymond James Financial Services, INC.Broker
State Registrations20 states
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