Steve Stokes, financial advisor Memphis TN

Steve Stokes

CRD Number: 1087363
Current Firm: Primerica Advisors

Steve Stokes (CRD# 1087363) is an Investment Advisor Representative working at Primerica Advisors in Memphis, TN and has over 41 years of experience in the finance industry.

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Company Name Location Dates Years
Boulevard Church Of Christ Memphis, TN Feb 2013 - Current 11
Pfs Investments Inc. Memphis, TN Sep 1982 - Current 41
Primerica Financial Services Memphis, TN Mar 1982 - Current 42
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1983
S65 NASAA Investment Advisors Law Examination Jul 2012
Contact Info for Steve A. Stokes
Phone Number: 833-786-0550
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    7,088
    MILLIONS
  • Total Number of Accounts
    56,552
    ACCOUNTS
  • Average Account Value
    $125,337
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, WY

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