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Taylor Tenison Stokes

STOKES CAPITAL ADVISORS, LLC·GREENWOOD, South Carolina
Series 7, Series 63, Series 65CFAClean record10 years registeredSTOKES CAPITAL ADVISORS, LLC
101 VENTURE COURT, GREENWOOD, SC 29649CRD# 2673426Firm CRD# 281278

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Taylor Tenison Stokes · GREENWOOD, SC
Registration
CRD #2673426 · STOKES CAPITAL ADVISORS, LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

STOKES CAPITAL ADVISORS, LLC
Nov 2015 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · November 5, 2015
Years registered · 10
Professional designation · CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STOKES CAPITAL ADVISORS, LLC
CRD 281278 · SEC 801-106810
AUM
$409M
Regulatory assets under management
Employees
2
761 client accounts
Services offered by STOKES CAPITAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at STOKES CAPITAL ADVISORS, LLC →
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Frequently Asked Questions

What services does Taylor Tenison Stokes offer?
Taylor Tenison Stokes specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in GREENWOOD, South Carolina for a consultation.
What are Taylor Tenison Stokes's credentials?
Taylor Tenison Stokes holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Taylor Tenison Stokes located?
Taylor Tenison Stokes is based in GREENWOOD, South Carolina, working with STOKES CAPITAL ADVISORS, LLC. Their office serves clients in the GREENWOOD metropolitan area and surrounding communities.
How does Taylor Tenison Stokes charge for services?
Taylor Tenison Stokes's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STOKES CAPITAL ADVISORS, LLC?
STOKES CAPITAL ADVISORS, LLC has approximately 2 employees and manages $409M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in South Carolina
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