Best Investors Account Sign in

Cason R Dougall

Raymond James & Associates, Inc.

Carlsbad, CA

Claim This Profile
Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-14
CA RA APPROVED 2026-03-17
  • TX RA
    APPROVED
    Since 2026-04-14
  • CA RA
    APPROVED
    Since 2026-03-17

Branch Locations

5800 Armada Dr Ste 100, Carlsbad, CA 92008 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James & Associates, Inc San Diego CA 12/2025 Present
Full Time Education Wilsonville OR 08/2015 12/2025
Momentum Marketing Dallas TX 01/2024 01/2025
  • 12/2025 → Present
    Raymond James & Associates, Inc
    San Diego, CA
  • 08/2015 → 12/2025
    Full Time Education
    Wilsonville, OR
  • 01/2024 → 01/2025
    Momentum Marketing
    Dallas, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-16
  • S66 Uniform Combined State Law Examination
    2026-03-16

View on SEC IAPD

Other Firms

INTELLIGENCE DRIVEN ADVISERS, LLC
COTTINGHAM MANAGEMENT COMPANY, LLC
CORONADO INVESTMENT ADVISORS, LLC
FINANCIAL PLANNING SOLUTIONS, INC.
PFS INVESTMENTS INC.
COMMONWEALTH FINANCIAL NETWORK
FRANK FINANCIAL ADVISORS
LPL FINANCIAL LLC

Other Investors

JASON RICHARD LABRUM
Samuel Bowman Wheeler
Thomas Ohanesian
JORDIE ELIZABETH CZAPINSKI
ROBERT EDWARD PATERSON
ALEX KLINGENSMITH
Brittney Nicole Partow
Nolan Tyler Martin

Other Offices

INTELLIGENCE DRIVEN ADVISERS, LLC · CARLSBAD, CA
COTTINGHAM MANAGEMENT COMPANY, LLC · CARLSBAD, CA
CORONADO INVESTMENT ADVISORS, LLC · CARLSBAD, CA
FINANCIAL PLANNING SOLUTIONS, INC. · CARLSBAD, CA
PFS INVESTMENTS INC. · CARLSBAD, CA
COMMONWEALTH FINANCIAL NETWORK · CARLSBAD, CA
FRANK FINANCIAL ADVISORS · CARLSBAD, CA
LPL FINANCIAL LLC · CARLSBAD, CA

More in Carlsbad, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor