Holly Stallworth
Holly Stallworth is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Glenn Allen, VA, with 24 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
4300 Cox Road, Glenn Allen, VA, 23060
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Holly works as a Senior Financial Consultant at Atlantic Union Bank since 2019. This role, which is investment-related, takes about half of her time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Primevest Financial Services, INC.Broker
Primevest Financial Services, INC.
First Market Advisors, INC.
First Market Bank Financial Guidance Group
Fiserv Investor Services, INC.Broker
Wachovia Securities, LLCBroker
State Registrations16 states
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