Earl Anthony Stolz Iii
Professional Summary
Earl Anthony Stolz III, who also goes by Trey Stolz III, was a registered financial advisor. Earl was a previously registered financial professional and started their career in finance 1999 - 2017. Earl had worked at 7 firms and has passed the Series 63, SIE, Series 86, Series 87, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Trey Stolz Iii
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
COKER & COMPANY, INC. | CPI RESEARCH | COKER, PALMER, PHILLIPS & MULLEN, INC. | COKER PALMER PHILLIPS & MULLEN | COKER & PALMER, INC. | COKER & PALMER, INC | COKER & PALMER INVESTMENT SECURITIES | COKER & PALMER
Contact Information
Main Address
1667 Lelia Drive, Jackson, MS 39216Phone Number
(601) 354-0860Established
Mississippi since 07/08/1991Firm Type
CorporationFiscal Year End
DecemberFirm Size
Small# of Employees
8FINRA licenses (2 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Regulatory Assets Under Management
Total Number of Accounts
216AUM (Assets Under Management)
$126,323,487Disclosures
Regulatory Event
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 87 — Research Analyst Exam - Part II Regulations Module
Passed May 2010About the Series 87 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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