Adam Stalcup, financial advisor Forest VA

Adam Stalcup

CRD Number: 7020941
Current Firm: Raymond James Financial Services Advisors, Inc.

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.

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Professional Designations
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
Contact Info for Adam J. Stalcup
Phone Number: 727-567-3020
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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