David
Thorne
Stratos Wealth Partners, LTD
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About this Advisor
David Thorne is a certified financial planner operating out of Beachwood, Ohio who has 13 years of industry experience. Thorne currently works for Stratos Wealth Partners, LTD. Their career trajectory has included roles at Lpl Financial LLC and Stratos Wealth Partners, LTD. Thorne has a Series 63 license, which qualifies them as a securities agent, and is registered to work in Colorado, Louisiana, Ohio and Texas. Stratos Wealth Partners, LTD is an advisory firm headquartered in Beachwood, OH. The firm has offices in 101 locations and a total of 525 financial advisors. It administers $10 billion in assets among its 33,863 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to 82 charitable organizations. Of its 33,863 accounts, just 5% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Stratos Wealth Partners, LTD has a number of services, such as 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 are based on which services are offered. Fee types billed by Stratos Wealth Partners, LTD most likely are comprised 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
David Thorne Work History
David has been registered as a financial advisor for 13 years.*
Stratos Wealth Partners, LTD
Lpl Financial 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 David Thorne 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
Dalton, GA
Hudson, OH
Beachwood, OH
Irvine, CA
Beverly Hills, CA
Conway, AR
Metairie, LA
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
