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MS

Michael L. Stokes

THE FINANCIAL COACHING GROUP
IRVINE, CA 92618
Some features on this profile are disabled
CRD#: 5500990
MS

Professional summary

Michael Lewis Stokes is a registered financial advisor currently at THE FINANCIAL COACHING GROUP, INC. located in Irvine, California.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Michael has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

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.
INNOVATIVE RETIREMENT SOLUTIONS & INSURANCE SERVICES - NOT INVESTMENT RELATED - IRVINE, CALIFORNIA - INSURANCE & ANNUITY SALES - PRESIDENT/OWNER - 01/2004 - 160 HOURS - 160 HOURS - PROVIDE INSURANCE AND ANNUITY ADVICE RELATED TO RETIREMENT PLANNING, LIABILITY MANAGEMENT AND ESTATE PLANNING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Lewis Stokes's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 30, 2009 - Present

THE FINANCIAL COACHING GROUP, INC.

Office #1: 100 Spectrum Center Drive 9th Floor, Irvine, CA 92618
RIA
CRD#: 150371
IRVINE, CA
Past

June 4, 2008 - May 13, 2009

FIRST FINANCIAL ADVISORS, LLC

RIA
CRD#: 134897
IRVINE, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(6/30/2009)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/2/2008
Uniform Investment Adviser Law Examination

Current Firm

TF
THE FINANCIAL COACHING GROUP, INC.
STOKES, MICHAEL LEWIS | THE FINANCIAL COACHING GROUP, INC. | THE FINANCIAL COACHING GROUP | STOKES, MICHAEL, LEWIS

CRD#: 150371 / SEC#:

California
Registered Investment Advisory firm - (6/30/2009 Approved)
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Contact information

Main Address
23332 Mill Creek Drive Suite 105, Laguna Hills, CA 92653
Mailing Address
Phone number
(949) 600-6060
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts151
AUM (Assets Under Management)$ 25,852,091

Red Flags

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.

Company Information

THE FINANCIAL COACHING GROUP, INC.

CRD#: 150371Irvine, CA 92618

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