CA
CA

Cassie Albin

7 Years of Experience
St. Petersburg, FL
Broker

Cassie Albin is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 7 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

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 & Associates, INC.
June 2023 - Present · 2 yrs 11 mos
Raymond James & Associates, INC.Broker
June 2023 - Present · 2 yrs 11 mos
Raymond James & Associates, INC.
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Wealth Enhancement Advisory Services, LLC
November 2020 - December 2022 · 2 yrs 1 mo
Wealth Enhancement Brokerage Services, LLCBroker
October 2020 - December 2022 · 2 yrs 2 mos
LPL Financial LLCBroker
July 2020 - January 2023 · 2 yrs 6 mos
UBS Financial Services INC.
July 2018 - July 2020 · 2 yrs
UBS Financial Services INC.Broker
February 2018 - July 2020 · 2 yrs 5 mos
State Registrations1 state
MN
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.