Anne
Dimon
Stratos Wealth Partners, LTD
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About this Advisor
Anne Dimon is a financial advisor based out of Columbus, Ohio who has 7 years of relevant experience. Dimon currently works for Stratos Wealth Partners, LTD. Dimon has gained experience at Stifel, Nicolaus & Company Inc, Wells Fargo Advisors LLC, Lpl Financial, LLC and Stratos Wealth Partners. Dimon holds a Series 63 license, certifying them as a securities broker, and is registered to advise clients in Louisiana, Ohio and Texas. Stratos Wealth Partners, LTD is a financial advisory company that has its headquarters in Beachwood, OH. The investment advisory business has offices in 101 locations and a total of 525 people on staff. It oversees $10 billion in assets between its 33,863 client accounts, making it one of the largest financial advisory firms in the United States 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 individuals who have at least $1 million in assets available to invest. The advisory firm offers 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 are based on which services are provided. However, fees billed by Stratos Wealth Partners, LTD can consist 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
Anne Dimon Work History
Anne has been registered as a financial advisor for 7 years.*
Lpl Financial, LLC
Stratos Wealth Partners
Wells Fargo Advisors LLC
Stifel, Nicolaus & Company Inc
*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 Anne Dimon 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
Dalton, GA
Irvine, CA
Hudson, OH
Angola, IN
Beverly Hills, CA
Conway, AR
Westlake, OH
Beachwood, OH
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