Marci
Wilson

Stratos Wealth Partners, LTD

CRD#4448288
Investment Advisor
in Gulfport, MS

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About this Advisor

Marci Wilson is a financial advisor based in Gulfport, Mississippi, working with Stratos Wealth Partners, LTD. Marci has previously held positions at Hancock Bank, Infinex Investments, Inc, Bancorpsouth, Stratos Wealth Partners, LTD, and Msco Development. Marci has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Mississippi. Currently, Marci is part of Stratos Wealth Partners, LTD, which operates out of Gulfport, Mississippi. 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 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

633 2Nd St
Gulfport, MS 39501

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Stratos Wealth Partners, LTD Brokerage Details

Total Assets Under Management

$12,533,266,805

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

562

MS Average: 34
Total Number of Accounts

37,396

MS Average: 1,972
Average Account Size

$335,150

MS 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

Marci Wilson Work History

2023 - Present (1 year)

Stratos Wealth Partners, LTD

2021 - Present (3 years)

Msco Development

2021 - 2021 (< 1 year)

Infinex Investments, Inc

2021 - 2021 (< 1 year)

Bancorpsouth

2011 - 2021 (10 years)

Hancock Bank

Disclosures

Please visit the SEC profile of Marci Wilson 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

Andrew Stall
Harvey, LA
Jeffrey Daniels
Akron, OH
Frank Van Kirk
Gulfport, MS
Mark Obrock
Columbus, OH
Noah Wiggins
Norfolk, VA
Mark Ambrose
Bradford Woods, PA
Dante Grenci
Sewickley, PA

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