Matthew
Fournier

Stratos Wealth Partners, LTD

CRD#6730266
Investment Advisor
in Irvine, CA

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About this Advisor

Matthew Fournier is a financial advisor based in Irvine, California, working with Stratos Wealth Partners, LTD. Matthew has previously held positions at Sc Distributors, LLC, Kana Pipeline, Gwfs Equities, Inc, Lpl Financial LLC, and Stratos Wealth Partners, LTD. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Matthew is part of Stratos Wealth Partners, LTD, which operates out of Irvine, 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

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

2040 Main Street Suite 175
Irvine, CA 92614

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Stratos Wealth Partners, LTD Brokerage Details

Total Assets Under Management

$12,533,266,805

CA Average: $2,106,341,625
Total Number of Employees

562

CA Average: 34
Total Number of Accounts

37,396

CA Average: 1,972
Average Account Size

$335,150

CA Average: $1,068,125

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

Matthew Fournier Work History

2024 - Present (0 year)

Lpl Financial LLC

2024 - Present (0 year)

Stratos Wealth Partners, LTD

2018 - Present (6 years)

Gwfs Equities, Inc

2016 - 2018 (2 years)

Sc Distributors, LLC

2013 - 2016 (3 years)

Kana Pipeline

Disclosures

Please visit the SEC profile of Matthew Fournier 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

Matthew Traywick
Gallipolis, OH
Anne Dimon
Columbus, OH
Callen Schramm
Baton Rouge, LA
Latisha Blanchard
Baton Rouge, LA
Mark Ambrose
Bradford Woods, PA
Jeffrey Daniels
Akron, OH
Frank Van Kirk
Gulfport, MS
Tonette Echols
Scottsdale, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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