Patrick
Ford

Stratos Wealth Partners, LTD

CRD#5238463
Investment Advisor
in San Diego, CA

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About this Advisor

Patrick Ford is a financial advisor based in San Diego, California, working with Stratos Wealth Partners, LTD. Patrick has previously held positions at Wells Fargo Advisors LLC, Lpl Financial, LLC, and Stratos Wealth Partners, LTD. Patrick has passed the Series 66 regulatory exam and is registered to provide services in California, Louisiana, and Texas. Currently, Patrick 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

Series 66

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

12348 High Bluff Drive Suite 200
San Diego, CA 92130

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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

Patrick Ford Work History

2015 - Present (9 years)

Stratos Wealth Partners, LTD

2015 - 2019 (4 years)

Lpl Financial, LLC

2009 - 2015 (6 years)

Wells Fargo Advisors LLC

Disclosures

Please visit the SEC profile of Patrick Ford 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

Frank Van Kirk
Gulfport, MS
Kendra Bullock
Norfolk, VA
Michael Lewis
Darien, CT
Michael Dibartolomeo
Sewickley, PA
Marcia Ramos
Scottsdale, AZ
Matthew Traywick
Gallipolis, OH
Mark Ambrose
Bradford Woods, PA

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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