Casey Miner is a registered investment advisor at Raymond James & Associates, INC., based in Boise, ID, with 3 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
950 W Bannock St, Suite 700, Boise, ID, 83702
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Casey works as a fill-in dental hygienist at Carter Dental a couple of times per year. Casey also owns KCSCABINET and sells dishes/china on Etsy, dedicating minimal time to this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
State Registrations24 states
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