Taylor T. Stokes
Professional summary
Taylor Tenison Stokes, who also goes by Taylor Stokes, is a registered financial advisor currently at STOKES CAPITAL ADVISORS, LLC located in Greenwood, South Carolina.
Taylor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Taylor has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Taylor Tenison Stokes's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 5, 2015 - Present
STOKES CAPITAL ADVISORS, LLC
Office #1: 101 Venture Court, Greenwood, SC 29649July 27, 2001 - October 10, 2011
UVEST FINANCIAL SERVICES GROUP, INC.
April 13, 1999 - September 26, 2000
REGIONS INVESTMENT COMPANY, INC.
December 5, 1995 - May 16, 1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
STOKES CAPITAL ADVISORS, LLC
CRD#: 281278 / SEC#: 801-106810
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/5/2015)
(8/1/2022)
Exams
Current Firm
STOKES CAPITAL ADVISORS, LLC
CRD#: 281278 / SEC#: 801-106810
Contact information
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 755 |
| AUM (Assets Under Management) | $ 469,591,642 |
Red Flags
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Company Information
STOKES CAPITAL ADVISORS, LLC
CRD#: 281278Greenwood, SC 29649TRUST BUT VERIFY
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