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Casey Richard McGee

Raymond James Financial Services, Inc.

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About Casey Richard McGee

Casey McGee is a financial advisor at Raymond James Financial Services, Inc. Casey has been in the financial industry since 2005. Casey has a Series 7, Series 24, and Series 63 license. Casey is registered to sell securities in Alaska, Arizona, California, Florida, Hawaii, Idaho, Nevada, Oregon, Utah and Washington. Casey was previously registered with Raymond James & Associates, Inc. Casey is a Registered Representative of Raymond James Financial Services, Inc.

Firm Information

Casey McGee is currently registered with Raymond James Financial Services, Inc.. Raymond James Financial Services, Inc. is a Corporation that was formed on September 12, 1973. The firm is registered in 53 states and is also registered with the SEC. The firm has been involved in 125 regulatory events and 76 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

568

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.

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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Casey McGee’s Registration & Firm History

FL

01/03/2007 - Present

Raymond James Financial Services, Inc. (ST. PETERSBURG FL)

FL

10/12/2005 - 12/31/2008

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

BC

Issued 07/07/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/24/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/11/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Casey Richard McGee.
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