Holly Stallworth, financial advisor Glenn Allen VA

Holly Stallworth

CRD Number: 4255296
Current Firm: Raymond James Financial Services Advisors, Inc.

Holly Stallworth (CRD# 4255296) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Glenn Allen, VA and has over 20 years of experience in the finance industry. Holly Stallworth 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
Atlantic Union Bank Glen Allen, VA May 2019 - Current 1
Raymond James Financial Services Henrico, VA Jan 2010 - Current 11
Raymond James Financial Services Advisors Inc. Henrico, VA Jan 2010 - Current 11
Union Bank And Trust Glen Allen, VA Aug 2015 - Oct 2019 4
Union Investment Services Henrico, VA May 2017 - May 2019 2
Union Investment Services Henrico, VA Apr 2014 - May 2019 5
Union First Market Bank Henrico, VA Jan 2010 - May 2019 9
N/a Powhatan, VA Jul 2016 - Jan 2019 2
Union Bank And Trust Henrico, VA Nov 2012 - May 2017 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2000
S65 NASAA Investment Advisors Law Examination Mar 2004
Contact Info for Holly C. Stallworth
Phone Number: 727-567-3020
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    191,890
    MILLIONS
  • Total Number of Accounts
    729,214
    ACCOUNTS
  • Average Account Value
    $263,146
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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