Taylor Stokes (CRD# 2673426) is an Investment Advisor Representative working at Stokes Capital Advisors, LLC in Greenwood, SC and has over 28 years of experience in the finance industry.
CRD# 1888517
Edward Jones
CRD# 1356229
Bailey Investment Strategies LLC
CRD# 3062453
Raymond James Financial Services Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Stokes Capital Advisors, LLC | Greenwood, SC | Nov 2015 - Current | 8 |
Uvest Investment Services | Charlotte, NC | Jun 2001 - Nov 2015 | 14 |
Community Capital Corporation | Greenwood, SC | Nov 2000 - Nov 2015 | 15 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 1995 |
S65 | NASAA Investment Advisors Law Examination | Jan 1996 |
- SC
- TX
-
Total Assets Under Management409MILLIONS
-
Total Number of Accounts761ACCOUNTS
-
Average Account Value$537,574
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
GA, NC, SC, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.