Charles
Parkhurst
Stratos Wealth Partners, LTD
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About this Advisor
Charles Parkhurst is a financial advisor working out of Beachwood, Ohio who has 1 year of industry experience. Parkhurst works at Stratos Wealth Partners, LTD. During their career, Parkhurst has held roles at Elm Funds, Dorsey, Wright, And Associates, University Of Richmond, Chimera Securities, George Washington University, Stratos Wealth Partners and Lpl Financial, LLC. Parkhurst has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Ohio 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 people on staff. It has $10 billion in assets across its 33,863 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides services to 82 charitable organizations. Of its 33,863 accounts, just 5% belong to high-net-worth individuals who have at least $1 million in investable assets. Stratos Wealth Partners, LTD offers 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 advisory fees usually are based on which services the firm provides the client. Fees charged by Stratos Wealth Partners, LTD likely are comprised of 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
Charles Parkhurst Work History
Charles has been registered as a financial advisor for 1 years.*
Lpl Financial, LLC
Stratos Wealth Partners
George Washington University
University Of Richmond
Chimera Securities
Elm Funds
University Of Richmond
Dorsey, Wright, And Associates
University Of Richmond
University Of Richmond
University Of Richmond
*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 Charles Parkhurst 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
Westlake, OH
Beachwood, OH
Hudson, OH
Dalton, GA
Fostoria, OH
Conway, AR
Irvine, CA
Angola, IN
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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