TrueAdvisor
TrueAdvisor
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Casey John Hendrickson

Raymond James Investment Management
11 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Raymond James Investment Management
Compensation
Fee-Only (AUM)
Firm Size
22 advisors
Number of Clients
3 clients
Average Client Portfolio
$5.5B average
Assets Under Management
$16.4B

Fee Structure

Financial Planning:Investment management only

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 Investment Management
February 2019 - Present · 7 yrs
Carillon Fund Distributors, INC.
May 2018 - Present · 7 yrs 9 mos
Carillon Fund Distributors, INC.Broker
May 2018 - Present · 7 yrs 9 mos
Previous Registrations
Incapital Insurance Services, LLCBroker
June 2013 - July 2015 · 2 yrs 1 mo
Incapital LLCBroker
June 2013 - July 2015 · 2 yrs 1 mo
John Hancock Distributors LLCBroker
March 2012 - June 2013 · 1 yr 3 mos
Lincoln Financial Securities CorporationBroker
November 2011 - February 2012 · 3 mos
State Registrations6 states
FLLAMSOHPAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.