Paul
Pursley
Stratos Wealth Partners, LTD
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About this Advisor
Paul Pursley is a financial advisor working in Metairie, Louisiana, with a total of 7 years of relevant experience. Pursley works at Stratos Wealth Partners, LTD. Throughout their career, they have worked at Capital One, Na, Capital One Investment Services, Capital One Sharebuilder, Inc, Sharebuilder 401K, Lpl Financial, LLC and Stratos Wealth Partners, LTD. Pursley has Series 63 and Series 66 licenses, qualifying them as a securities representative, and is registered to serve investors in Louisiana and Texas. Stratos Wealth Partners, LTD is a financial advisory firm that has its headquarters in Beachwood, OH. The company has offices in 101 locations and a total of 525 financial advisors. It controls $10 billion in assets among its 33,863 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 82 charities and foundations. Of its 33,863 client accounts, just 5% are associated with high-net-worth clients who have at least $1 million in assets. Stratos Wealth Partners, LTD provides a broad range of services, including 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. Fees for financial management largely depend on which service is offered. However, fee types charged by Stratos Wealth Partners, LTD can be comprised of some combination 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
Paul Pursley Work History
Paul has been registered as a financial advisor for 7 years.*
Lpl Financial, LLC
Stratos Wealth Partners, LTD
Capital One Sharebuilder, Inc
Sharebuilder 401K
Capital One, Na
Capital One Investment Services
*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 Paul Pursley 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
Millis, MA
Westlake, OH
Dalton, GA
Angola, IN
Beverly Hills, CA
Beachwood, OH
Irvine, CA
Conway, AR
The content in this profile was updated by SmartAsset on 4/16/2023. 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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