Jarold StokesCRD Number: 3084926
Current Firm: Lpl Financial LLC
Jarold Stokes (CRD# 3084926) is an Investment Advisor Representative working at Lpl Financial LLC in Oroville, CA and has over 19 years of experience in the finance industry.
Chico Wealth Ria, Inc.
Securities America Advisors, Inc.
Lpl Financial LLC
|Lpl Financial, LLC||Oroville, CA||Aug 2014 - Current||3|
|Edward D. Jones & Company, LP||Oroville, CA||Jun 1998 - Aug 2014||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1998|
|S66||NASAA Uniform Combined State Law Examination||Apr 2007|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV