David Stokes (CRD# 1206789) is an Investment Advisor Representative working at Stokes Family Office LLC in New Orleans, LA and has over 39 years of experience in the finance industry. David Stokes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5662176
Deane Retirement Strategies, Inc.
CRD# 1451905
Newedge Advisors
CRD# 2754864
Deane Retirement Strategies, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stokes Asset Management, LLC | New Orleans, LA | May 2022 - Current | 1 |
| Stokes Opportunity Fund I Gp, LLC | New Orleans, LA | May 2022 - Current | 1 |
| Whitefish Laplaya, LLC | New Orleans, CA | May 2022 - Current | 1 |
| Dave Greg Doug, LLC | New Orleans, LA | Feb 2021 - Current | 3 |
| Stokes Family Office LLC | New Orleans, LA | Feb 2019 - Current | 5 |
| David C. Stokes, LLC | New Orleans, LA | Feb 2019 - Dec 2022 | 3 |
| Stokes & Hubbell Capital Management, LLC | New Orleans, LA | Oct 2014 - Jul 2019 | 4 |
| Purshe Kaplan Sterling Investments | Albany, NY | Oct 2014 - May 2019 | 4 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jan 2013 - Oct 2014 | 1 |
| Stokes & Hubbell Capital Management Inc. | Metairie, LA | Mar 1987 - Oct 2014 | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1984 |
- LA
- TX
-
Total Assets Under Management1,874MILLIONS
-
Total Number of Accounts1,972ACCOUNTS
-
Average Account Value$950,202
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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)
CA, CO, FL, GA, LA, MS, MT, NC, NY, SC, TN, TX
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 derived from SEC.gov data covering 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.
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.