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Curt Busby

20 Years of Experience
St. Petersburg, FL
Broker

Curt Busby is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 20 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

880 Carillon Parkway, St. Petersburg, FL, 33716

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.
June 2024 - Present · 1 yr 11 mos
Raymond James & Associates, INC.Broker
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - August 2023 · 14 yrs 2 mos
Morgan Stanley
June 2009 - August 2023 · 14 yrs 2 mos
Citigroup Global Markets INC.
October 2008 - June 2009 · 8 mos
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker, IncorporatedBroker
October 2004 - February 2006 · 1 yr 4 mos
State Registrations1 state
FL
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Curt Busby - Financial Advisor | TrueAdvisor