Skyler Stokes (CRD# 6225303) is an Investment Advisor Representative working at Aloha Wealth Partners in Encinitas, CA and has over 9 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aloha Wealth, Llc Dba Aloha Wealth Partners | Encinitas, CA | Jun 2021 - Current | 2 |
| Emerson Equity | San Mateo, CA | Mar 2021 - Current | 3 |
| Skyler Stokes Insurance | San Diego, CA | Nov 2015 - Current | 8 |
| Aloha Wealth Partners | Encinitas, CA | Apr 2020 - Sep 2021 | 1 |
| Retirement Wealth Advisors | Encinitas, CA | Apr 2019 - Sep 2021 | 2 |
| Plan Design Consultants | Foster City, CA | Mar 2019 - Mar 2020 | 1 |
| Centaurus Financial Inc. | Anaheim, CA | Jan 2019 - Apr 2019 | < 1 |
| Newport Wealth Advisors | Newport Beach, CA | Jan 2019 - Mar 2019 | < 1 |
| Stokes Financial Group | San Diego, CA | Dec 2014 - Dec 2018 | 4 |
| Independent Finangial Group | San Diego, CA | Jul 2013 - Dec 2018 | 5 |
| Cal State Channel Island | Camarillo, CA | Aug 2006 - May 2015 | 8 |
| Stokes Wealth Management | San Diego, CA | Oct 2012 - Dec 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2014 |
- CA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA
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