AS
AS

Alan Stayton

38 Years of Experience
Huddleston, VA
Broker

Alan Stayton is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Huddleston, VA, with 38 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

Huddleston, VA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Alan is an associate/employee at Bradley & Stayton Wealth Management Group and a board member/subcommittee member for the United Methodist Foundation of New England. He dedicates minimal time to each of these roles.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2022 - Present · 3 yrs 11 mos
Raymond James Financial Services, INC.Broker
June 2022 - Present · 3 yrs 11 mos
Raymond James Financial Services, INC.
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
October 2011 - June 2022 · 10 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
September 2011 - June 2022 · 10 yrs 9 mos
UBS Financial Services INC.Broker
December 2004 - October 2011 · 6 yrs 10 mos
Wachovia Securities, LLCBroker
July 2003 - December 2004 · 1 yr 5 mos
Prudential Securities IncorporatedBroker
May 1993 - July 2003 · 10 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1987 - May 1993 · 5 yrs 6 mos
State Registrations23 states
CACOCTDCFLGAILINKYMAMDMEMSNHNYORPRRISCTXVAWAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.