Dennis Stokley
Dennis Stokley is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Wilmington, NC, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5129 Oleander Drive, Suite 202, Wilmington, NC, 28403
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dennis owns and manages rental real estate properties and is an agent/broker for Dennis G Stokley Insurance Agency, Inc. He sells group and individual health insurance, property and casualty insurance, and life insurance, dedicating about a quarter to about half of his time to this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Omnistar Financial Group, INC.
Brookstone Capital Management LLC
Center Street Securities, INC.Broker
Financial Security Advisory INC
Financial Security Management, IncorporatedBroker
The Leaders Group, INC.Broker
Intersecurities, INC.
Intersecurities, INC.Broker
Securities America, INC.Broker
Banner Financial Services GroupBroker
Capital Investment Group, INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.