BC
BC

Bruce Cacho-Negrete

18 Years of Experience
Dallas, TX
Broker

Bruce Cacho-Negrete is a registered investment advisor at Raymond James & Associates, INC., based in Dallas, TX, with 18 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

Dallas, TX

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Bruce owns a second home that he occasionally rents out via Airbnb. He also serves as a board and committee member for The Giving Exchange, a non-profit organization, dedicating a few hours per week to this role.

Employment History
Current Registrations
Raymond James & Associates, INC.
January 2008 - Present · 18 yrs 4 mos
Raymond James & Associates, INC.
May 2007 - Present · 19 yrs
Raymond James & Associates, INC.Broker
May 2007 - Present · 19 yrs
State Registrations37 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.