Allison
Williams
Stratos Wealth Partners, LTD
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About this Advisor
Allison Williams is a financial advisor operating out of San Diego, California, with 8 years of industry experience. Williams currently works for Stratos Wealth Partners, LTD. During their career, Williams has held roles at Wells Fargo Advisors LLC and Lpl Financial. Williams holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in California, Louisiana and Texas. Stratos Wealth Partners, LTD is an advisory business that has its headquarters in Beachwood, OH. It has offices in 101 locations and a total of 525 financial advisors. It manages $10 billion in assets under management between its 33,863 client accounts, making it one of the largest firms in the country by assets under management. The firm provides services to 82 charities and foundations. Of its 33,863 customer accounts, just 5% are associated with high-net-worth clients who have at least $1 million in assets. The advisory firm provides a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules usually are based on the financial services. Fee types billed by Stratos Wealth Partners, LTD most likely consist of some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stratos Wealth Partners, LTD Brokerage Details
$10,316,254,814
525
33,863
$304,647
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Allison Williams Work History
Allison has been registered as a financial advisor for 8 years.*
Lpl Financial
Wells Fargo Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Allison Williams to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stratos Wealth Partners, LTD
Hudson, OH
Irvine, CA
Fostoria, OH
Dalton, GA
Angola, IN
Beverly Hills, CA
Millis, MA
Conway, AR
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