Brian Stokes is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Alto, NM, with 43 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Alto, NM
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian is a trustee for his parents' trust and executor for his mother's estate. He also owns 80% of royalty payments in multiple counties in Texas and New Mexico, and 50% of Stokes Wealth Management Group, LLC, dedicating about a quarter of his time to the latter.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Quinn & CO., INC.Broker
State Registrations25 states
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