Aaron Stokes, financial advisor Lima OH
87 score

Aaron Stokes

CRD Number: 6238845
Current Firm: Primerica Advisors

Aaron Stokes (CRD# 6238845) is an Investment Advisor Representative working at Primerica Advisors in Lima, OH and has 1 year of experience in the finance industry.

Similar Advisors
William Dicke, financial advisor Lima OH
William T. Dicke
CRD# 1744226
National Planning Corporation ("npc Of America" In Fl & Ny)
Score
96
Similar Advisors
Randall Diehl, financial advisor Lima OH
Randall L. Diehl
CRD# 1474042
Royal Alliance Associates, Inc.
Score
96
Similar Advisors
Scott Hohman, financial advisor Lima OH
Scott J. Hohman
CRD# 2365196
Strategic Investment Advisors, LLC
Score
96
Company Name Location Dates Years
Pfs Investments Inc. Lima, OH Jul 2014 - Current 2
Ge Capital Retail Bank Kettering, OH Mar 2014 - Current 2
Primerica Financial Services Lima, OH Apr 2013 - Current 3
Wright State University Dayton, OH Jun 2007 - Current 9
Staffmark Dayton, OH Aug 2011 - Aug 2013 2
Marion High School Marion, IN Aug 2006 - Jun 2007 < 1
Meadowdale High School Dayton, OH Sep 2003 - Aug 2006 2

Aaron Stokes has no recent exams reported.
Contact Info for Aaron M. Stokes
Phone Number: 800-544-5445
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Aaron Stokes and other advisors.
BADGES
87
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.