Eric
Stafford

Raymond James Financial Services Advisors, Inc

CRD#5128564
Investment Advisor
in Raleigh, NC
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About this Advisor

Eric Stafford is a certified financial planner working in Raleigh, North Carolina, who has been in the industry for 11 years. Stafford is an employee of Raymond James Financial Services Advisors, Inc. Over the course of their career, they have held roles at Ameriprise Financial Services, Inc, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc and Hilliard Financial Group. Stafford holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in North Carolina. Raymond James Financial Services Advisors, Inc is a registered investment business that has its headquarters in Raleigh, North Carolina. It has offices in 2,040 locations and a total of 5,600 advisors. It has $81 billion in assets between its 280,698 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides services to 100 charitable organizations. Of its 280,698 customer accounts, just 7% belong to high-net-worth clients who have more than $1 million in investable assets. Raymond James Financial Services Advisors, Inc has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors depend on the financial services provided. Fees charged by Raymond James Financial Services Advisors, Inc likely include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

5720 Six Forks Road Suite 201
Raleigh, NC 27609

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Raymond James Financial Services Advisors, Inc Brokerage Details

Total Assets Under Management

$103,692,335,631

NC Average: $1,855,561,029
Total Number of Employees

6,224

NC Average: 62
Total Number of Accounts

343,734

NC Average: 2,474
Average Account Size

$301,664

NC Average: $750,025

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Eric Stafford Work History

Eric has 11 years of experience.

2012 - Present (7 years)

Raymond James Financial Services,Inc

2012 - Present (7 years)

Raymond James Financial Services Advisors Inc

2012 - Present (7 years)

Hilliard Financial Group

2007 - 2012 (5 years)

Ameriprise Financial Services, Inc

Disclosures

Eric Stafford has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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