Casey Rease
Casey Rease is a registered investment advisor at Raymond James & Associates, INC., based in Clearwater, FL, with 16 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.
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IM Fee
Assets Under Management
Fee Structure
Location
2536 Countryside Blvd 6th Floor, Suite 601, Clearwater, FL, 33763
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
T. Rowe Price Advisory Services, INC.
T. Rowe Price Investment Services, INC.Broker
Raymond James Financial Services, INC.Broker
State Registrations19 states
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