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Rachael Richard
from Stokes Family Office LLC
Rachael Richard is a financial advisor based in Louisiana, New Orleans,
with 13 years of experience. Rachael currently works for
Stokes Family Office LLC.
Rachael maintains a S65 license (Uniform Investment Adviser Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Rachael Richard works at Stokes Family Office LLC
Stokes Family Office LLC is a financial advisory firm based in New Orleans, Louisiana. It currently has approximately $1,556,312,226 of assets under management and employs about 8 people. Stokes Family Office LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and performance-based fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
4 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and performance-based fees
Office location
1100 Poydras St, Ste. 2775, New Orleans, Louisiana, 70163
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