Stratos Wealth Partners is a registered investment advisor dedicated to providing comprehensive financial planning and investment management services. Partnering with LPL Financial for securities offerings, Stratos Wealth Partners strives to empower clients to achieve their financial goals.
Understanding Stratos Wealth Partners’ Services
Stratos Wealth Partners offers personalized investment advice tailored to individual needs and financial aspirations. As a Registered Investment Advisor (RIA), they provide fiduciary services, placing clients’ best interests at the forefront of their recommendations. Their team of experienced financial professionals works closely with clients to develop customized strategies designed for long-term financial success.
Stratos Wealth Partners and LPL Financial: A Collaborative Approach
Stratos Wealth Partners leverages the resources and capabilities of LPL Financial, a leading financial services company and member of FINRA/SIPC. This strategic partnership allows Stratos Wealth Partners to offer a wide range of investment options and solutions to their clients. While Stratos Wealth Partners provides investment advisory services, LPL Financial facilitates the execution of securities transactions.
State Availability and Regulatory Oversight
The financial professionals associated with Stratos Wealth Partners and LPL Financial are authorized to conduct securities business in a specific set of states including: AL, AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, ME, MD, MI, MN, MO, MS, MT, ND, NE, NH, NJ, NC, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, and WY. To ensure transparency and investor protection, clients can verify the background of their financial professional through FINRA’s BrokerCheck.
Awards and Recognition: Barron’s Top 100 RIA Firms
Stratos Wealth Partners was recognized in Barron’s Top 100 RIA Firms, ranking 22nd in 2024. This prestigious award acknowledges Stratos Wealth Partners’ commitment to excellence in the financial advisory industry. The ranking considers various factors such as assets under management, team experience, regulatory record, and technology investments. It’s important to note that this award doesn’t guarantee future performance or represent individual client experiences.
Client Resources and Important Disclosures
Stratos Wealth Partners provides clients with access to important documents such as Form CRS, Privacy Policy, and Terms of Use, available on their website. These documents outline important information about the firm’s services, fee structures, and client relationship disclosures.
Conclusion: Partnering with Stratos Wealth Partners for Your Financial Future
Stratos Wealth Partners, in collaboration with LPL Financial, offers a comprehensive suite of financial planning and investment management services. Their commitment to client-focused advice, combined with their strategic partnership and industry recognition, positions them as a valuable partner for individuals seeking to achieve their financial aspirations.
