Casey V. Fulp

CARRIAGE HOUSE PLANNING LLC

Tampa, FL

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CRD#: 5179021

Professional summary

Casey Vance Fulp, CFP® is a registered financial advisor currently at CARRIAGE HOUSE PLANNING LLC located in Tampa, Florida.

Casey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Casey has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Estate Planning

Small Business Planning

Education Planning

Tax Planning

Divorce Planning

Comprehensive Financial Planni...

Life Transitions

Budgeting

Long-term Care

Employee and Employer Plan Ben...

Investment Planning

Social Security Planning

Insurance Planning

Retirement Planning

Do you have an area of expertise or specialization?

AUM

Baby Boomers

Business Owners

Cash Flow/Budgets/Credit Issue...

College/Education Planning

Corporate Executives

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Casey Fulp is currently employed as the Owner/Craftsman at Ngrained Living, LLC. This activity accounts for approximately 10% of his time during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Casey Vance Fulp's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

July 21, 2020 - Present

CARRIAGE HOUSE PLANNING LLC

RIA

CRD#: 309068

Tampa, FL

Past

November 3, 2014 - January 31, 2019

WALLER & WAX ADVISORS, INC.

RIA

CRD#: 131083

TAMPA, FL

Past

June 21, 2013 - January 24, 2019

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

TAMPA, FL

Past

June 3, 2013 - January 24, 2019

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

TAMPA, FL

Past

July 28, 2010 - June 3, 2013

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

ST. PETERSBURG, FL

Past

March 16, 2010 - June 3, 2013

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

ST. PETERSBURG, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(7/21/2020)

IAR

Kentucky
(2/28/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/24/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/15/2010

General Securities Representative Examination

Current Firm

CARRIAGE HOUSE PLANNING LLC

CRD#: 309068 / SEC#:

Florida

Registered Investment Advisory firm - (7/21/2020 Approved)

Kentucky

Registered Investment Advisory firm - (2/28/2025 Approved)

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Contact information

Main Address

Fisherville, KY

Mailing Address

Phone number

(813) 851-2231

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	68
AUM (Assets Under Management)	$ 18,879,090

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Casey V. Fulp

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Casey Vance Fulp's CRS (Customer Relationship Summary).

Certified licenses

Experience

CARRIAGE HOUSE PLANNING LLC

WALLER & WAX ADVISORS, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/24/2010

SIE

Date: 10/1/2018

Series 7

Date: 3/15/2010

Current Firm

CARRIAGE HOUSE PLANNING LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CARRIAGE HOUSE PLANNING LLC

TRUST BUT VERIFY

Contact information

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