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Arlene Stokes

The Financial Coaching Group, Inc.

Laguna Hills, CA

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Current Employers
The Financial Coaching Group, Inc.

23332 Mill Creek Drive Suite 105, Laguna Hills, CA 92653 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-04
  • CA RA
    APPROVED
    Since 2025-12-04

Branch Locations

23332 Mill Creek Drive Suite 105, Laguna Hills, CA 92653 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Financial Coaching Group Irvine CA 07/2009 12/2018
Innovative Retirement Solutions & Insurance Services Irvine CA 05/2008 Present
The Financial Coaching Group, Inc. Irvine CA 01/2019 Present
The Financial Coaching Group Irvine CA 06/2016 12/2018
  • 07/2009 → 12/2018
    The Financial Coaching Group
    Irvine, CA
  • 05/2008 → Present
    Innovative Retirement Solutions & Insurance Services
    Irvine, CA
  • 01/2019 → Present
    The Financial Coaching Group, Inc.
    Irvine, CA
  • 06/2016 → 12/2018
    The Financial Coaching Group
    Irvine, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-06-28
  • S65 Uniform Investment Adviser Law Examination
    2016-06-28
Other Names
  • Arlene Simonson
  • Arlene Jones

View on SEC IAPD

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EQUITABLE ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES

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TRACY ANN KUNTZ
ROBYN LYNN CLARKE
Carlos Ortega
MARTIN DANIEL STANDISH
OMID EFTEKHARI
SCOTT JOLYON MONROE

Other Offices

TOWNELEY CAPITAL MANAGEMENT, INC. · LAGUNA HILLS, CA
CETERA INVESTMENT ADVISERS LLC · LAGUNA HILLS, CA
LPL FINANCIAL LLC · LAGUNA HILLS, CA
FUSION FINANCIAL · LAGUNA HILLS, CA
ADVISORS ON CALL · LAGUNA HILLS, CA
EQUITABLE ADVISORS, LLC · LAGUNA HILLS, CA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Laguna Hills, CA
EDWARD JONES · Laguna Hills, CA

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