James
Conley
Stratos Wealth Advisors LLC
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About this Advisor
James Conley is a financial advisor based in Canton, Ohio, working with Stratos Wealth Advisors LLC. James has previously held positions at Modern Woodmen Of America, Rootstown Local Schools, Fairless Local Schools, Mwa Financial Services Inc, and Stratos Wealth Advisors, LLC. James has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Ohio. Currently, James is part of Stratos Wealth Advisors LLC, which operates out of Canton, Ohio. The firm has 31 offices and 99 employees. The firm manages assets totaling $4.2 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 Advisors LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Stratos Wealth Advisors LLC Brokerage Details
$4,214,850,042
99
12,529
$336,408
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
James Conley Work History
Stratos Wealth Advisors, LLC
Modern Woodmen Of America
Mwa Financial Services Inc
Rootstown Local Schools
Fairless Local Schools
Disclosures
Please visit the SEC profile of James Conley 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 Advisors LLC
Dublin, OH
Myrtle Beach, SC
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San Diego, CA
Northbrook, IL
Rockland, MA
Brentwood, TN
Beachwood, OH
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