Skyler Stokes, financial advisor San Diego CA
88 score

Skyler Stokes

CRD Number: 6225303
Current Firm: Independent Financial Group, LLC

Skyler Stokes (CRD# 6225303) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Independent Financial Group San Diego, CA Jul 2013 - Current 3
Stokes Financial Group San Diego, CA Oct 2012 - Current 4
Cal State Channel Island Camarillo, CA Jul 2003 - Current 13
City Of Solana Beach Solana Beach, CA Jun 2003 - Current 13
County Of Kaual Lihue, HI Jun 2012 - Oct 2012 < 1
Expedia Inc. Koloa, HI Apr 2012 - Aug 2012 < 1
Stokes Wealth Management San Diego, CA Aug 2011 - Mar 2012 < 1
Gromboub LLC San Diego, CA Jan 2011 - Jul 2011 < 1
Rhytham LLC Irvine, CA Aug 2008 - Jan 2011 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Skyler C. Stokes
Phone Number: 858-436-3180
Firm Website: https://www.ifgsd.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,856
    MILLIONS
  • Total Number of Accounts
    9,804
    ACCOUNTS
  • Average Account Value
    $189,301
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
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, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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