Ameriprise Financial Services
46yrs
Top advisor by experience in Raleigh
20yrs
Eric Stafford
Full name on record: Eric Wade Stafford
Financial advisor at Raymond James Financial Services Advisors
Eric Stafford is a fiduciary financial advisor in Raleigh, North Carolina, with 20 years in the industry. After five years at Ameriprise Financial Services, Eric joined Raymond James Financial Services Advisors in 2012, a firm offering financial planning, investment management, and retirement plan consulting. Eric holds the CFP® designation.
One of 1804 advisors with offices in Raleigh, and one of 1668 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 65% of advisors in North Carolina
Office5720 Six Forks Road Suite 201, Raleigh, NC 27609
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$700,796
Advisors at the firm6,468
States licensed ?1 state
Services through Raymond James Financial Services Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2012 – nowRaymond James Financial Services Advisors, Inc.Current firm
- 2007 – 2012Ameriprise Financial Services, LLCPreviously
- Aug 2006 – Apr 2007Ameriprise Financial Services, LLCPreviously
Questions to ask Eric
Tailored to Eric’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Eric
How do I contact Eric?
Call Raymond James Financial Services Advisors at 727-567-3020 and ask for Eric Stafford. Eric works from the Raleigh, NC office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2006, about 20 years. More experience than 65% of advisors in North Carolina.
What licenses does Eric hold?
Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Raymond James Financial Services Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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