Evangeline
Stratis
Bison Wealth, LLC
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About this Advisor
Evangeline Stratis is a financial advisor based in Riverview, Florida, working with Bison Wealth, LLC. Evangeline has previously held positions at Iht Wealth Management LLC, Ifp Securities, LLC, The Pacific Financial Group, Inc, Bison Wealth, LLC, Lpl Financial, LLC, and Independent Financial Partners. Evangeline has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Evangeline is part of Bison Wealth, LLC, which operates out of Riverview, Florida. The firm has 25 offices and 47 employees. The firm manages assets totaling $1.6 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 Bison Wealth, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bison Wealth, LLC Brokerage Details
$1,605,442,799
47
4,347
$369,322
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
Evangeline Stratis Work History
Bison Wealth, LLC
The Pacific Financial Group, Inc
Iht Wealth Management LLC
Ifp Securities, LLC
Independent Financial Partners
Lpl Financial, LLC
Independent Financial Partners
Disclosures
Please visit the SEC profile of Evangeline Stratis 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 Bison Wealth, LLC
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