Casey Bulgin
Casey Bulgin is a registered investment advisor at Raymond James & Associates, INC., based in Jacksonville, FL, with 22 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
245 Riverside Avenue, Suite 500, Jacksonville, FL, 32202
Get directionsHistory
Regulatory History (1)
Criminal
April 2002Other Business Activities
Casey is involved in several outside business activities, including rental real estate management through ECJ Capital LLC, serving on the advisory board for Health Education To Reduce Obesity, and acting as a finance committee member for Timuquana Country Club. These activities require minimal time commitments.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations29 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.