Daniel
Loughlin
Stratos Wealth Partners, LTD
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About this Advisor
Daniel Loughlin is a financial advisor working out of Marlton, New Jersey with a total of 5 years of relevant experience. Loughlin is on the advisory team at Stratos Wealth Partners, LTD. The advisor has gained experience at Wbi Investments Inc, Quasar Distributors, LLC, Sprauge Operating Resources, Wbi Investments, Inc, Havener Capital LLC, Compass Securities Corporation, Lpl Financial LLC and Stratos Wealth Partners, LTD. Loughlin holds Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in New Jersey and Texas. Stratos Wealth Partners, LTD is a registered investment firm that has its headquarters in Beachwood, OH. The company has offices in 101 locations and a total of 525 financial advisors. It administers $10 billion in total assets across its 33,863 customer accounts, making it one of the largest firms in the country by assets under management. The firm provides financial advisory services to 82 charitable organizations. Of its 33,863 accounts, just 5% are associated with high-net-worth individuals who have at least $1 million in assets. Stratos Wealth Partners, LTD performs a number 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. Financial management fee schedules typically are based on the type of services provided. Fee types charged by Stratos Wealth Partners, LTD likely include any 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
Daniel Loughlin Work History
Daniel has been registered as a financial advisor for 5 years.*
Lpl Financial LLC
Stratos Wealth Partners, LTD
Havener Capital LLC
Compass Securities Corporation
Sprauge Operating Resources
Wbi Investments, Inc
Quasar Distributors, LLC
Wbi Investments Inc
Quasar Distributors, 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 Daniel Loughlin 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
Conway, AR
Dalton, GA
Beachwood, OH
Fostoria, OH
Westlake, OH
Hudson, OH
Beverly Hills, CA
Irvine, CA
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