David
Stokes
Stokes Family Office LLC
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About this Advisor
David Stokes is a financial advisor based in New Orleans, Louisiana, working with Stokes Family Office LLC. David has previously held positions at Cetera Advisor Networks LLC, Purshe Kaplan Sterling Investments, Stokes & Hubbell Capital Management Inc, Stokes & Hubbell Capital Management, LLC, Stokes Family Office LLC, Stokes Asset Management, LLC, Stokes Opportunity Fund I Gp, LLC, Whitefish Laplaya, LLC, Dave Greg Doug, L.L.C, and David C. Stokes, L.L.C. David has passed the Series 63 regulatory exam and is registered to provide services in Louisiana and Texas. Currently, David is part of Stokes Family Office LLC, which operates out of New Orleans, Louisiana. The firm has 1 office and 9 employees. The firm manages assets totaling $1.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Stokes Family Office LLC includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Stokes Family Office LLC Brokerage Details
$1,873,797,661
9
1,972
$950,202
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
David Stokes Work History
Stokes Asset Management, LLC
Stokes Opportunity Fund I Gp, LLC
Whitefish Laplaya, LLC
Dave Greg Doug, L.L.C
Stokes Family Office LLC
David C. Stokes, L.L.C
Purshe Kaplan Sterling Investments
Stokes & Hubbell Capital Management, LLC
Cetera Advisor Networks LLC
Stokes & Hubbell Capital Management Inc
Disclosures
Please visit the SEC profile of David Stokes 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
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