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Casey Clabby

17 Years of Experience
Spokane, WA
Broker

Casey Clabby is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Spokane, WA, with 17 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1330 N Washington Street, Suite 5400, Spokane, WA, 99201

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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 Financial Services, INC.Broker
April 2022 - Present · 4 yrs 3 mos
Raymond James Financial Services Advisors, INC
April 2022 - Present · 4 yrs 3 mos
Previous Registrations
Edward Jones
February 2009 - April 2022 · 13 yrs 2 mos
Edward JonesBroker
January 2009 - April 2022 · 13 yrs 3 mos
State Registrations12 states
ARAZCAIDLAMAMTNCNVORTXWA
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.