Unclaimed Profile

Willie Stokes

INNOVATION PARTNERS LLC.·CHARLOTTE, North Carolina

SIE, Series 4, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 65, Series 66Clean record17 years registeredINNOVATION PARTNERS LLC.

5950 FAIRVIEW ROAD, CHARLOTTE, NC 28210CRD# 2777513Firm CRD# 146344

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Willie Stokes · CHARLOTTE, NC

Registration

CRD #2777513 · INNOVATION PARTNERS LLC. · 17 years registered

Brand Profile

Not yet started

Career History

TRUIST ADVISORY SERVICES, INC.

Jan 2026 – present

TRUIST INVESTMENT SERVICES, INC.

Jan 2026 – present

ADVICE AND PLANNING SERVICES

Sep 2021 – Jan 2026

CHARLOTTE, NC

HEWITT FINANCIAL SERVICES LLC

Mar 2011 – May 2011

CHARLOTTE, NC

LPL FINANCIAL CORPORATION

Dec 2008 – Jan 2010

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 65

Series 66

Registration record

First registered · December 15, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INNOVATION PARTNERS LLC.

CRD 146344 · SEC 801-78702

AUM

—

Regulatory assets under management

Employees

245

Total firm employees

Services offered by INNOVATION PARTNERS LLC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INNOVATION PARTNERS LLC. →

Introduction

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Frequently Asked Questions

What services does Willie Stokes offer?

Willie Stokes specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHARLOTTE, North Carolina for a consultation.

What are Willie Stokes's credentials?

Willie Stokes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Willie Stokes located?

Willie Stokes is based in CHARLOTTE, North Carolina, working with INNOVATION PARTNERS LLC.. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.

How does Willie Stokes charge for services?

Willie Stokes's firm is compensated through percentage of aum, hourly charges, subscription fees, other: recurring fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INNOVATION PARTNERS LLC.?

INNOVATION PARTNERS LLC. has approximately 245 employees. The firm is registered with the SEC as an investment adviser.

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