Stacy Mcvan

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2014 → 05/2024
  Edward Jones
  St Louis, MO
• 05/2024 → Present
  Raymond James & Associates, Inc.
  Dublin, OH

Previous Registrations

• 2014-10-06 → 2024-05-10
  Edward Jones
  St Louis, MO
  Powell, OH
  Powell, OH
  Dublin, OH
  Powell, OH

Other Businesses

(1)Name of Business: Address: 35 E. Parkview dr , powell, OH, 43065, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/01/2006 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a rental property (2)Name of Business: CJ transit Address: 35 E. Parkview dr, Powell, OH, 43065, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 08/15/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: We bought a bus and put the bus and only the bus in a LLC (3)Name of Business: Fion LLC Address: 35 E Parkview dr , powell, OH, 43065, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 03/31/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: helping out husband when needed

Exams

• S66 Uniform Combined State Law Examination
  2014-08-18

Other Names

• Stacy Marie Langhals
• Stacy Marie Mcvan