Becca Stockdale
Becca Stockdale is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Raleigh, NC, with 17 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
Firm Size
IM Fee
Assets Under Management
Location
3130 Fairhill Drive, Suite 100, Raleigh, NC, 27612
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Becca works as an associate/employee at Alger Financial, providing services such as financial planning, GPM, social security analysis, and Medicare advice. This takes about half of her time, including during trading hours, and also includes insurance.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations1 state
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