Stacey Maham is a registered investment advisor at Raymond James & Associates, INC., based in Dublin, OH, with 13 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
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IM Fee
Assets Under Management
Fee Structure
Location
6745 Longshore St, Suite 220, Dublin, OH, 43017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stacey is an officer and board member (treasurer) of Columbus Medical Research Foundation, presenting performance and cash flow on the Foundation account. Stacey is also a partner in Vineland, LLC, a real estate rental and rehab business since 2018, 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
UBS Financial Services INC.
UBS Financial Services INC.Broker
Fidelity Brokerage Services LLCBroker
State Registrations29 states
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