Richard
Gibson
Stratos Wealth Partners, LTD
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About this Advisor
Richard Gibson is a financial advisor based in Solana Beach, California who has 9 years of industry experience. Gibson is an advisor for Stratos Wealth Partners, LTD. Throughout their career, they have worked at Wells Fargo Advisors LLC, Lpl Financial, LLC and Stratos Wealth Partners, LTD. Gibson has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in California, Louisiana and Texas. Stratos Wealth Partners, LTD is a registered investment company that has its headquarters in Beachwood, OH. The company has offices in 101 locations and a total of 525 advisors. It controls $10 billion in assets among its 33,863 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides services to 82 charitable organizations. Of its 33,863 customer accounts, just 5% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Stratos Wealth Partners, LTD offers a wide range of services, such as 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 which service is offered. However, fees charged by Stratos Wealth Partners, LTD most likely consist of some blend 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
Richard Gibson Work History
Richard has been registered as a financial advisor for 9 years.*
Lpl Financial, LLC
Stratos Wealth Partners, LTD
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 Richard Gibson 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
Metairie, LA
Angola, IN
Beverly Hills, CA
Millis, MA
Conway, AR
Westlake, OH
Dalton, GA
Fostoria, OH
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