Nolan Stokes (CRD# 6877013) is an Investment Advisor Representative working at Encompass More Asset Management LLC in Danville, CA and has 1 year of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Encompass More Asset Management LLC | Danville, CA | Sep 2023 - Current | < 1 |
| Gces LLC | Indiana, PA | Sep 2022 - Current | 1 |
| Stokes Retirement Group Ltd | Indiana, PA | Jun 2022 - Current | 1 |
| Stokes Retirement | Indiana, PA | Dec 2017 - Jun 2022 | 4 |
| Gces LLC | Indiana, PA | Nov 2017 - Dec 2018 | 1 |
| First Commonwealth Bank | Indiana, PA | Aug 2017 - Oct 2017 | < 1 |
| Bdo | Pittsburgh, PA | Sep 2016 - May 2017 | < 1 |
| T.f.i.d | Indiana, PA | Jun 2014 - Aug 2016 | 2 |
| Westminster College | New Wilmington, PA | Aug 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
- PA
-
Total Assets Under Management229MILLIONS
-
Total Number of Accounts2,835ACCOUNTS
-
Average Account Value$80,610
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WV, WY
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