Holly Cooper Stallworth
Investment adviser representative at Raymond James Financial Services Advisors, Inc
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$390BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Atlantic Union BankMay 2019 to now
- Raymond James Financial Services Advisors Inc.Jan 2010 to now
- Raymond James Financial ServicesJan 2010 to now
- N/aJul 2016 to Jan 2019
- Union Investment ServicesApr 2014 to May 2019
- Union Bank and TrustNov 2012 to Oct 2019
- Union First Market BankJan 2010 to May 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4255296
- Firm CRD
- 149018