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Casey John Hendrickson

Raymond James Investment Management

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About Casey John Hendrickson

Casey Hendrickson is a financial advisor registered with Raymond James Investment Management. Casey has been in the financial services industry since 2014 and holds a Series 6, 7, and 66 license as well as the SIE exam. Casey specializes in portfolio management for individuals, investment companies, and pooled investment vehicles. Casey has experience working for both INCAPITAL Insurance Services, LLC and INCAPITAL LLC in Boca Raton, Florida.

Firm Information

Casey Hendrickson is currently registered with Raymond James Investment Management. Raymond James Investment Management is an investment advisor registered with the SEC. The firm, headquartered in ST PETERSBURG, FL, has 93 employees and manages approximately $16,378,977,378 in regulatory assets under management. They offer portfolio management services for individuals, investment companies, and pooled investment vehicles. Their client base includes investment companies, pooled investment vehicles, and high-net-worth individuals.
Raymond James Investment Management

780 CARILLON PARKWAY

ST PETERSBURG, FL 33716

$16.38B

Assets Under Management

Not reported

Total Clients

20

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Casey Hendrickson’s Registration & Firm History

FL

02/15/2019 - Present

Raymond James Investment Management (St. Petersburg FL)

FL

06/19/2013 - 07/31/2015

INCAPITAL INSURANCE SERVICES, LLC (BOCA RATON FL)

FL

06/18/2013 - 07/31/2015

INCAPITAL LLC (BOCA RATON FL)

MA

03/13/2012 - 06/20/2013

JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)

NH

11/15/2011 - 02/10/2012

LINCOLN FINANCIAL SECURITIES CORPORATION (CONCORD NH)

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Licenses & Designations

BOTH

Issued 10/29/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/21/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/09/2018

Series 7 - General Securities Representative Examination

BC

Issued 11/14/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Casey John Hendrickson.
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