Casey Deluca is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Ocala, FL, with 2 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
Loading...

Location

110 NE 11th Ave, Ocala, FL, 34470

Get directions

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.

Learn about disclosures →
Other Business Activities

Casey is involved with Furlong Financial Group as a DBA/Support Company Advisor, dedicating minimal time. Casey also works part-time as an independent contractor doing construction/handyman work, spending about 10-20% of their time on this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2024 - Present · 2 yrs 1 mo
Raymond James Financial Services, INC.Broker
November 2023 - Present · 2 yrs 6 mos
State Registrations9 states
ALFLIAMDMINYOHTNVA
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.
Casey Deluca - Financial Advisor | TrueAdvisor