Stacy Mcvan is a registered investment advisor at Raymond James & Associates, INC., based in Dublin, OH, with 11 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
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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Stacy owns rental real estate since 2006, dedicating minimal time to it. She also owns CJ Transit LLC and Fion LLC, spending a few hours per week on CJ Transit and minimal time on Fion LLC.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations10 states
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