Adam Stalcup (CRD# 7020941) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Forest, VA and has over 8 years of experience in the finance industry. Adam Stalcup 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.
CRD# 3157873
Brown Edwards Wealth Strategies
CRD# 4470593
Mml Investors Services, LLC
CRD# 1603035
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Raymond James Financial Services, Inc. | Forest, VA | Apr 2022 - Current | 2 |
Raymond James Financial Services Advisors, Inc. | Forest, VA | Apr 2022 - Current | 2 |
Resolute Private Wealth | Forest, VA | Apr 2022 - Current | 2 |
Bank Of America, N.a. | Lynchburg, VA | Oct 2018 - Apr 2022 | 3 |
Merrill Lynch, Pierce, Fenner & Smith Inc. | Lynchburg, VA | Sep 2018 - Apr 2022 | 3 |
The First Bank And Trust Company | Forest, VA | Mar 2018 - Sep 2018 | < 1 |
Unemployed | Lynchburg, VA | Aug 2017 - Mar 2018 | < 1 |
Centra Health | Lynchburg, VA | Oct 2016 - Aug 2017 | < 1 |
Liberty University | Lynchburg, VA | May 2012 - Dec 2016 | 4 |
Liberty University | Lynchburg, VA | Aug 2011 - May 2015 | 3 |
American House Wash | Rustburg, VA | May 2014 - Aug 2014 | < 1 |
Marvin Broekhuizen | Decatur, MI | May 2012 - Aug 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2016 |
S66 | NASAA Uniform Combined State Law Examination | Nov 2018 |
- TX
- VA
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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