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Caitlin Cubine

6 Years of Experience
Midland, TX
Broker

Caitlin Cubine is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Midland, TX, with 6 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

3300 North A Street, Building 7-100, Midland, TX, 79705

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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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Other Business Activities

Caitlin works as an associate/employee for Van Pearcy Financial Services, LP and Van Pearcy's Wealth Services Team, providing support such as processing paperwork, making trades, answering phones, and scheduling appointments. These activities take about half of Caitlin's time or more.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2019 - Present · 6 yrs 8 mos
Raymond James Financial Services, INC.Broker
April 2019 - Present · 7 yrs 1 mo
State Registrations20 states
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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.
Caitlin Cubine - Financial Advisor | TrueAdvisor