Taylor
Stokes
Stokes Capital Advisors, LLC
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About this Advisor
Taylor Stokes is a chartered financial analyst operating in Greenwood, South Carolina with 8 years of relevant experience. Stokes works at Stokes Capital Advisors, LLC. Over the course of their career, they have held roles at Community Capital Corporation, Uvest Investment Services and Stokes Capital Advisors, LLC. Stokes holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in South Carolina and Texas. Stokes Capital Advisors, LLC is a business operating out of Greenwood, SC. It has $363 million in assets between its 743 accounts, making it one of the larger investment advisory firms in the United States by assets under management. The firm advises six charities and foundations. Of its 743 customer accounts, 41% are associated with high-net-worth investors who have greater than $1 million in investable assets. Stokes Capital Advisors, LLC provides a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors vary depending on the financial services. Fees charged by Stokes Capital Advisors, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stokes Capital Advisors, LLC Brokerage Details
$362,895,384
2
743
$488,419
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Taylor Stokes Work History
Taylor has been registered as a financial advisor for 8 years.*
Stokes Capital Advisors, LLC
Uvest Investment Services
Community Capital Corporation
*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 Taylor 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 Capital Advisors, LLC
Greenwood, SC
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