Charles
Tiblier
Stokes Family Office LLC
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About this Advisor
Charles Tiblier is a certified financial planner based out of New Orleans, Louisiana with a total of 2 years of relevant experience. Tiblier works at Stokes Family Office LLC. Their career trajectory has included roles at Georgetown University, Spout Landscaping, Kpmg, Finra, Hancock Whitney Bank, Hancock Whitney Investment Services, Inc, Stokes Family Office LLC and Stokes Asset Management, LLC. Tiblier maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Louisiana and Texas. Stokes Family Office LLC is a firm that has its headquarters in New Orleans, LA. The firm has a total of eight people on staff. It administers $2 billion in assets between its 1,820 accounts, making it one of the largest investment advisory firms in the nation by assets under management. Of its 1,820 customer accounts, 36% are associated with high-net-worth individuals who have more than $1 million in investable assets. Stokes Family Office LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial advisory fees usually are based on which services the firm provides the client. However, fee types charged by Stokes Family Office LLC likely consist of any blend of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stokes Family Office LLC Brokerage Details
$1,556,312,226
8
1,820
$855,117
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Charles Tiblier Work History
Charles has been registered as a financial advisor for 2 years.*
Stokes Asset Management, LLC
Stokes Family Office LLC
Hancock Whitney Bank
Hancock Whitney Investment Services, Inc
Finra
Spout Landscaping
Kpmg
Georgetown University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Charles Tiblier to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stokes Family Office LLC
New Orleans, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
