DAVID LLOYD CASSO is an investment adviser representative (IAR) with state registration records since 2005, appearing at 5 firms. Currently registered with RAYMOND JAMES & ASSOCIATES, INC..
| Firm | From | To | Current |
|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | 2021-05-03 | present | Yes |
| OPPENHEIMER & CO. INC. | 2016-08-05 | 2021-05-07 | — |
| USAA FINANCIAL PLANNING SERVICES | 2010-05-01 | 2016-07-29 | — |
| WEALTH ADVISORS, INC. | 2008-05-09 | 2009-12-02 | — |
| 1ST GLOBAL ADVISORS INC | 2005-09-10 | 2008-05-09 | — |