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LPL Financial, Stratos Wealth Partners Welcome Whittenburg Wealth Partners

Kevin Elvington

Dec 16, 2019
3 min

LPL Financial, Stratos Wealth Partners Welcome Whittenburg Wealth Partners

4 views0 comments

Stratos Named to Barron's Top 40 RIA Firms

Kevin Elvington

Sep 20, 2018
1 min

Stratos Named to Barron's Top 40 RIA Firms

1 view0 comments

Rick Maloyan and Brent Teague Named Top Retirement Advisors

Kevin Elvington

Sep 13, 2018
1 min

Rick Maloyan and Brent Teague Named Top Retirement Advisors

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3 Rules to Move From Entrepreneur to Professional RIA

Kevin Elvington

Aug 15, 2018
3 min

3 Rules to Move From Entrepreneur to Professional RIA

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Kevin Elvington

May 10, 2018
3 min

The Register Profile of Jeff Concepcion

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3750 Park East Drive - Beachwood, OH 44122

Office: (866) 553-9882 - Fax: (440) 505-5609 - Info@stratoswp.com

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

Stratos Wealth Holdings is a family of companies focused on supporting the growth and success of financial advisors across business models and affiliation structures. Stratos companies include Stratos Wealth Partners, Stratos Wealth Advisors, Stratos Wealth Enterprises, and Fundamentum. Stratos includes a national network of over 300 experienced financial advisors and financial planning practitioners working across 26 states throughout the country.

Stratos Wealth Enterprises is the acquisition division of Stratos Wealth Holdings.

Stratos Wealth Partners, Ltd., an SEC Registered Investment Advisor, manages over $9.64 billion in advisory assets, and advises through LPL Financial, over $8.05 billion in brokerage and third party managed assets for a total of $17.69 billion as of September 30, 2021.

Stratos Wealth Advisors, LLC, an SEC Registered Investment Advisor, manages over $2.39 billion in advisory assets as of September 30, 2021.

2021 Assets Under Management is $1.04 billion as of Aug. 31 Investment advice offered through Fundamentum, LLC, a Registered Investment Advisor.

Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: 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