Peter Stokes (CRD# 2387690) is an Investment Advisor Representative working at Pure Financial Advisors, LLC in Woodland Hills, CA and has over 28 years of experience in the finance industry. Peter 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# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pure Financial Advisors, LLC | San Diego, CA | Apr 2024 - Current | < 1 |
| Pure Financial Advisors, LLC | San Diego, CA | Nov 2018 - Apr 2024 | 5 |
| Unemployed | Santa Monica, CA | Aug 2017 - Oct 2018 | 1 |
| Fidelity Investments | Millurn, NJ | Jan 2006 - Jul 2017 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1995 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2010 |
- CA
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Total Assets Under Management6,293MILLIONS
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Total Number of Accounts17,762ACCOUNTS
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Average Account Value$354,285
- 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)
- Educational seminars/workshops
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