Michael StokesCRD Number: 5471654
Current Firm: Woodbury Financial Services, Inc.
Michael Stokes (CRD# 5471654) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Johnson City, TN and has over 9 years of experience in the finance industry.
Gaam Wealth Advisors, Inc.
Integrity Capital Management
|Woodbury Financial Services Inc.||Johnson City, TN||Feb 2015 - Current||2|
|Merrill Lynch||Johnson City, TN||Jan 2008 - Feb 2015||7|
|Central Baptist Church||Johnson City, TN||Apr 2001 - Dec 2007||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2008|
Total Assets Under Management2,697MILLIONS
Total Number of Accounts14,956ACCOUNTS
Average Account Value$180,319
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV