Adam Stalcup
Adam Stalcup is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Forest, VA, with 7 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
312 Brook Pl, Forest, VA, 24551
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Adam is the owner of AJCR Holdings, LLC, which plans to rent real estate, and a partner/owner of Highmatter LLC, which holds real estate for personal use and potential rental. He also serves as Chief Operating Officer and owner of Resolute Private Wealth, dedicating about a quarter of his time to this role.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations38 states
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