Casey
Kupper

Raymond James Financial Services Advisors, Inc

CRD#4421770
Investment Advisor
in Dallas, TX
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About this Advisor

Casey Kupper is a certified financial planner and chartered financial analyst whose office is in Dallas, Texas. Currently a registered investment advisor at Raymond James Financial Services Advisors, Inc, they have gathered 18 years of experience as a registered investment advisor. Kupper holds Series 63 and Series 65 licenses, which qualify the advisor as both a securities agent and an investment advisor representative. Kupper can operate based out of Texas. Their career trajectory has included roles at Raymond James Financial Services Advisors Inc, Raymond James Financial Services, Inc, Quest Capital Management, Inc and Cadent Capital, LLC. Raymond James Financial Services Advisors, Inc is headquartered in Dallas, Texas, and has 2,040 other locations throughout the country. As an advisory firm, Raymond James Financial Services Advisors, Inc oversees $81 billion in assets throughout 280,698 accounts and retains more than 5,600 people. The amount of assets the firm manages makes it one of the biggest firms in the nation. The firm manages 151,196 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 7% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Raymond James Financial Services Advisors, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Analyst

Years of Experience

18 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

12001 North Central Expressway Cbs Tower #700
Dallas, TX 75243

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Raymond James Financial Services Advisors, Inc Brokerage Details

Total Assets Under Management

$103,692,335,631

TX Average: $1,855,561,029
Total Number of Employees

6,224

TX Average: 62
Total Number of Accounts

343,734

TX Average: 2,474
Average Account Size

$301,664

TX Average: $750,025

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Casey Kupper Work History

Casey has 18 years of experience.

2015 - Present (4 years)

Raymond James Financial Services Advisors Inc

2015 - Present (4 years)

Raymond James Financial Services, Inc

2016 - 2017 (1 year)

Cadent Capital, LLC

2001 - 2015 (14 years)

Raymond James Financial Services, Inc

2000 - 2015 (15 years)

Quest Capital Management, Inc

Disclosures

Casey Kupper has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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