Casey Lane Deluca
Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 yearsExperience
1 stateRegistered in
$390BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Not ProvidedAug 2024 to now
- Raymond James Financial Services Advisors, IncApr 2024 to now
- Furlong Financial GroupJul 2023 to now
- Raymond James Financial Services, Inc.Mar 2023 to now
- Frozen AirApr 2023 to Jan 2024
- Deluca ToyotaSep 2022 to Apr 2023
- Autonation ToyotaFeb 2022 to Sep 2022
- Deluca ToyotaOct 2021 to Feb 2022
- Ameris BankMay 2021 to Oct 2021
- University of South FloridaMay 2018 to May 2021
- Santa Fe CollegeAug 2017 to May 2018
- Belleview High SchoolAug 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7707439
- Firm CRD
- 149018