Daniel
Stoakes
Equitable Advisors, LLC
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About this Advisor
Daniel Stoakes is a financial advisor based in Katy, Texas, working with Equitable Advisors, LLC. Daniel has previously held positions at Club Corp, Hargrave Detailing, Webster City Community Schools, Lynx Supplies, Smu, Axa Advisors, LLC, Flodder Financial Group, and Equitable Advisors, LLC. Daniel has passed the Series 66 regulatory exam and is registered to provide services in Arizona, California, Colorado, Florida, Iowa, Louisiana, Maryland, North Carolina, Ohio, Oklahoma, and Texas. Currently, Daniel is part of Equitable Advisors, LLC, which operates out of Katy, Texas. The firm has 885 offices and 5,565 employees. The firm manages assets totaling $29.8 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, selection of other advisers, and educational seminars. The fee structure at Equitable Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Equitable Advisors, LLC Brokerage Details
$29,776,092,676
5,565
79,686
$373,668
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
- Educational seminars/workshops
Daniel Stoakes Work History
Flodder Financial Group
Equitable Advisors, LLC
Axa Advisors, LLC
Club Corp
Hargrave Detailing
Webster City Community Schools
Smu
Lynx Supplies
Disclosures
Please visit the SEC profile of Daniel Stoakes 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 Equitable Advisors, LLC
Shelton, CT
Erie, PA
Conshohocken, PA
Falls Church, VA
Wellesley Hills, MA
Columbia, MD
Rochester, NY
Loveland, CO
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