James
David
Stratos Wealth Partners, LTD
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About this Advisor
James David is a financial advisor who works in Lexington, South Carolina who has 11 years of industry experience. David works at Stratos Wealth Partners, LTD. The advisor has gained experience at Lpl Financial LLC and Stratos Wealth Partners, LTD. David maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and can serve investors in Louisiana, South Carolina and Texas. Stratos Wealth Partners, LTD is an advisory business that has its headquarters in Beachwood, OH. The firm has offices in 101 locations and a total of 525 employees. It manages $10 billion in total assets across its 33,863 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 82 charities and foundations. Of its 33,863 customer accounts, just 5% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm performs a broad set 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 the firm provides the client. However, fee types charged by Stratos Wealth Partners, LTD most likely 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
James David Work History
James has been registered as a financial advisor for 11 years.*
Lpl Financial LLC
Stratos Wealth Partners, LTD
*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 James David 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
Hudson, OH
Fostoria, OH
Beverly Hills, CA
Conway, AR
Beachwood, OH
Metairie, LA
Angola, IN
Dalton, GA
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