Julia Stalnaker
Julia Stalnaker is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Venice, FL, 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
1314 East Venice Ave, Suite A, Venice, FL, 34285
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Julia volunteers with the Gulf Coast Community Foundation of Venice, the Venice Nokomis Rotary Club, and the Boys and Girls Club. These activities involve grant evaluation, fundraising, and serving on the advisory board, taking minimal time to a few hours per week.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations26 states
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