Aimee Lynn Charrier
Investment adviser representative at Stokes Family Office LLC
10 yearsExperience
1 stateRegistered in
$3.4BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Stokes Family Office LLCOct 2022 to now
- Cetera Investment Advisers LLCAug 2022 to Oct 2022
- Cetera Investment Services LLCAug 2022 to Oct 2022
- Hancock BankFeb 2012 to Aug 2022
- Hancock Investment Services, Inc.Feb 2012 to Aug 2022
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (LA).
Stokes Family Office LLC
$3.4BAssets managed
795Clients
13Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4819925
- Firm CRD
- 300899