Casey Fulp, financial advisor Tampa FL

Casey Fulp

CRD Number: 5179021
Current Firm: Carriage House Planning LLC

Casey Fulp (CRD# 5179021) is an Investment Advisor Representative working at Carriage House Planning LLC in Tampa, FL and has over 12 years of experience in the finance industry. Casey Fulp has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Carriage House Planning LLC Tampa, FL Feb 2020 - Current 2
Ngrained Living LLC Tampa, FL Jan 2019 - Current 3
Waller & Wax Advisors, Inc. Tampa, FL Jun 2013 - Dec 2018 5
Raymond James & Associates, Inc. St. Petersburg, FL Nov 2009 - May 2013 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2010
Contact Info for Casey V. Fulp
Phone Number: 727-643-8666
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    16
    MILLIONS
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $592,593
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL

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