William StokesCRD Number: 1103601
Current Firm: Berthel Fisher & Company Financial Services, Inc.
William Stokes (CRD# 1103601) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Graham, NC and has over 34 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Spartan Planning & Wealth Management
Master Plan Wealth Management, LLC
|Berthel Fisher & Company Financial Services Inc.||Marion, IA||Jan 2006 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1983|
Total Assets Under Management765MILLIONS
Total Number of Accounts5,670ACCOUNTS
Average Account Value$134,832
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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