Bruce T Cacho-Negrete

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2007 → Present
  Raymond James & Associates
  Glendale, CA

Other Businesses

(1)Name of Business: Second Home Occasional Rental Address: 3828 Hillway Drive, Glendale, CA, 91208, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 10/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife and I bought a second home. We will occasionally rent it out via AIRBNB (2)Name of Business: The Giving Exchange Address: 3828 Hillway Drive, Glendale, CA, 91208, United States Activity Type: Non profit Position/Title: Board Member, Committee Member Investment Related: Yes Start Date: 06/02/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Will work on newly formed finance committee to provide financial expertise to charitable organization focused on helping the youth of Africa.

Exams

• S66 Uniform Combined State Law Examination
  2007-06-07