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Our custodial partners provide the security, transparency, and infrastructure necessary for the safekeeping of your assets. By working with Stratos Wealth Partners and one of our trusted custodians, you can have confidence that your investments are held with care and your financial goals are supported through a compliant and client-focused framework.

LPL Financial

Since its founding in 1989, LPL has been the #1 Independent
Broker/Dealer firm in the US, as reported by Financial Planning.
LPL corporate offices: San Diego, Austin, Boston, and Fort Mill, SC.
 

8 million+ Client Accounts:
LPL services millions of client accounts, providing 24/7
access to account information through their mobile app and portal.
 

$1 trillion+ in Assets:
With over $1 trillion in brokerage and advisory client assets
LPL has the scale and expertise to manage and protect your investments.

LPL Fact Sheet

Fidelity

With client custody services at their core, Fidelity’s relationship
managers work closely with our firm to help identify the financial
solutions that are appropriate to achieve your goals.


If your existing 401k or other corporate retirement plan is held at
Fidelity, I can partner with you and provide the advice needed
to help you achieve a goal based, successful retirement outcome.

Fidelity

Charles Schwab

Schwab offers many resources to support you, the client. If you prefer to do business in person, you can visit one of more than 400 branches nationwide to make deposits, access reports or sign paperwork.

 

You have access to around-the-clock support, both online and over
the phone. Please review our brochure to learn more about the
advantages of partnering with Charles Schwab.

Schwab
stratos logo

12348 High Bluff Drive, Suite #240
San Diego, CA 92130

Direct: 858.952.1858​

 

Form CRS

LPL Financial Form CRS

Privacy Policy

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Check the background of your financial professional on FINRA's BrokerCheck.

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Securities offered through LPL Financial, member FINRA/SIPC. 

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The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents

of the states in which they are properly registered or licensed.

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Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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*On Sept. 13, 2024, Stratos Wealth Partners, Ltd. placed 22nd on the list for the year 2024. Stratos Wealth Partners, Ltd. applied for the award by submitting responses to a detailed questionnaire for the award committee’s consideration. Stratos Wealth Partners, Ltd. did not pay any compensation to be considered for the award. The award is not representative of any one client’s experience and is not indicative of our firm’s future performance. The award was independently granted, as Stratos Wealth Partners, Ltd. has no affiliation with Barron’s. Please note that the award is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services. Barron’s weighs dozens of qualitative and quantitative components, including assets managed, the size and experience of teams, regulatory record of the advisors and firms, succession planning, technology spending, and staff diversity based on responses supplied by the advisor to a detailed survey.

 

Methodology: https://www.barrons.com/advisor/articles/barrons-methodology-for-ranking-financial-advisors-c4831b04

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