Taylor Stokes, financial advisor Greenwood SC

Taylor Stokes

CRD Number: 2673426
Current Firm: Stokes Capital Advisors, LLC

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.

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Professional Designations
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
Contact Info for Taylor T. Stokes
Phone Number: 864-450-9051
Registered State(s):
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    409
    MILLIONS
  • Total Number of Accounts
    761
    ACCOUNTS
  • Average Account Value
    $537,574
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

GA, NC, SC, TX

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