Evan
Cohen
Stratos Wealth Partners, LTD
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About this Advisor
Evan Cohen is a financial advisor based in San Diego, California, working with Stratos Wealth Partners, LTD. Evan has previously held positions at Edward Jones and Lpl Financial LLC. Evan has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Evan is part of Stratos Wealth Partners, LTD, which operates out of San Diego, California. The firm has 101 offices and 562 employees. The firm manages assets totaling $12.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Stratos Wealth Partners, LTD includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Stratos Wealth Partners, LTD Brokerage Details
$12,533,266,805
562
37,396
$335,150
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
Evan Cohen Work History
Lpl Financial LLC
Edward Jones
Disclosures
Please visit the SEC profile of Evan Cohen 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
Scottsdale, AZ
Sewickley, PA
Norfolk, VA
Harvey, LA
Baton Rouge, LA
Columbus, OH
Akron, OH
Beachwood, OH
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