Peter Stokes, financial advisor Woodland Hills CA

Peter Stokes

CRD Number: 2387690
Current Firm: Pure Financial Advisors, LLC

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.

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Professional Designations
Company Name Location Dates Years
Pure Financial Advisors, LLC San Diego, CA Nov 2018 - Current 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
Contact Info for Peter F. Stokes
Phone Number: 877-222-6044
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    4,601
    MILLIONS
  • Total Number of Accounts
    14,757
    ACCOUNTS
  • Average Account Value
    $311,758
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KY, LA, MA, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA

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