Stacy Caudill
Stacy Caudill is a registered investment advisor at Raymond James & Associates, INC., based in Portage, MI, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
7995 Moorsbridge Rd, Portage, MI, 49024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stacy is a trustee who benefits from rent on agricultural land owned by her family trust and rented to a local farmer. She also serves as Board Treasurer for the Kalamazoo Civic Theatre Foundation, overseeing their endowment fund and distributions, dedicating minimal time to each activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Natcity Insurance Services, INC.Broker
Natcity Investments, INC.Broker
State Registrations28 states
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