Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Stalcup is a financial advisor with Raymond James Financial Services Advisors, Inc. Adam has been working in the financial services industry since November 7, 2018 and has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Adam is registered with the state of Texas and Virginia. Adam holds the Series 63, Series 66, Series 7TO, Series 9 and Series 10 securities licenses, along with the SIE exam. Adam has earned the Certified Financial Planner designation. Adam has also worked with The First Bank and Trust Company and Centra Health. Adam is a business owner of AJCR Holdings, LLC and Highmatter LLC. Adam is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
VA
04/14/2022 - Present
Raymond James Financial Services Advisors, Inc. (Forest VA)
VA
11/08/2018 - 04/18/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LYNCHBURG VA)
BOTH
Issued 11/30/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/07/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/08/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/15/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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