Cassandra Anne Stokes is an investment adviser representative (IAR) with state registration records since 2020, appearing at 5 firms. Currently registered with EMPOWER ADVISORY GROUP, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 2026-07-24 | present | Yes |
| CREATIVE PLANNING, LLC | 2025-07-22 | 2026-06-15 | — |
| CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. | 2025-04-25 | 2025-07-10 | — |
| SVB WEALTH | 2022-03-04 | 2025-04-10 | — |
| SVB INVESTMENT SERVICES INC. | 2020-01-03 | 2022-07-29 | — |