Casey Bradford
Casey Bradford is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in St. Petersburg, FL, with 19 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
880 Carillon Parkway, St. Petersburg, FL, 33716
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Regulatory History
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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Casey is a Girl Scout troop leader, dedicating a few hours per week to leading, teaching, supporting, and empowering girls through community service and kindness. Casey is also the secondary signer for checks from the troop account.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
LPL Financial LLCBroker
Signator Investors, INC.Broker
State Registrations1 state
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