Stephanie M Rapcan
Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 yearsExperience
1 stateRegistered in
$390BFirm assets
17 yearsFirm in business
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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
10 years in the industry.
- Raymond James Financial Services Advisors, IncApr 2023 to now
- Raymond James & AssociatesApr 2023 to now
- Raymond James Financial Services Inc.Apr 2023 to now
- Fidelity InvestmentsOct 2021 to Apr 2023
- The Prudential Insurance Company of AmericaMar 2021 to Oct 2021
- Pruco Securities LLCFeb 2021 to Oct 2021
- Ameriprise Financial Services, Inc.Sep 2018 to Feb 2021
- SeekFeb 2018 to Sep 2018
- Associated BankFeb 2017 to Feb 2018
- Business Communications InsourcingSep 2016 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 7017208
- Firm CRD
- 149018