Randy Kelso
Dallas, TX (USA)
Role(s):
Other
Stokes Wealth Management Group
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Startup
Location:
Dallas
Industry:
Investing
Year Founded:
1999
Number Employees:
1-10 people
Description:
Stokes Wealth Management is an LLC that clears through LPL Financial, the nations largest independent broker/dealer. I am buying a portion of Stokes Wealth Management ($20,000,000 in assets under management,AUM)and will be a partner the firm. My partner Richard Stokes has 13 years of industry experience, I have 8 years. Richard and I both started in the industry with Edward Jones and have been colleagues/friends for approximately 8 years. Richard is wanting to move into retirement in approximately 5 years and wants to start a transition plan for his practice, he has chosen me to help with this transition and we are nearing the final stages of approval with firm compliance, etc.