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David Carl Stokes

STOKES 388 REAL ESTATE VENTURES, LLC·NEW ORLEANS, Louisiana
SIE, Series 7, Series 24, Series 51, Series 63CFPClean record41 years registeredSTOKES 388 REAL ESTATE VENTURES, LLC
1100 POYDRAS ST, SUITE 2775, NEW ORLEANS, LA 70163CRD# 1206789Firm CRD# 326693

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Carl Stokes · NEW ORLEANS, LA
Registration
CRD #1206789 · STOKES 388 REAL ESTATE VENTURES, LLC · 41 years registered
Brand Profile
Not yet started
01

Career History

STOKES FAMILY OFFICE LLC
May 2019present
STOKES & HUBBELL CAPITAL MANAGEMENT, LLC
Oct 2014Jul 2019
NEW ORLEANS, LA
STOKES & HUBBELL CAPITAL MANAGEMENT INC
May 1992Jul 2008
METAIRIE, LA
Jun 1985Oct 2014
NEW ORLEANS, LA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 51
Series 63
Registration record
First registered · June 25, 1985
Years registered · 41
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STOKES 388 REAL ESTATE VENTURES, LLC
CRD 326693 · SEC 801-128063
AUM
Regulatory assets under management
Employees
3
Total firm employees
Services offered by STOKES 388 REAL ESTATE VENTURES, LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
Introduction

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05

Frequently Asked Questions

What services does David Carl Stokes offer?
David Carl Stokes specializes in Investment Management. Contact their office in NEW ORLEANS, Louisiana for a consultation.
What are David Carl Stokes's credentials?
David Carl Stokes holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is David Carl Stokes located?
David Carl Stokes is based in NEW ORLEANS, Louisiana, working with STOKES 388 REAL ESTATE VENTURES, LLC. Their office serves clients in the NEW ORLEANS metropolitan area and surrounding communities.
How does David Carl Stokes charge for services?
David Carl Stokes's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STOKES 388 REAL ESTATE VENTURES, LLC?
STOKES 388 REAL ESTATE VENTURES, LLC has approximately 3 employees. The firm is registered with the SEC as an investment adviser.
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