Kelly
Anderson
Stratos Wealth Partners, LTD
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About this Advisor
Kelly Anderson is a financial advisor based out of Lexington, South Carolina, with a total of 11 years of relevant experience. Anderson works at Stratos Wealth Partners, LTD. They have been an employee of Stratos Wealth Partners, Ltd for their entire career. Anderson holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Louisiana, South Carolina and Texas. Stratos Wealth Partners, LTD is a financial advisory business operating out of Beachwood, OH. The firm has offices in 101 locations and a total of 525 advisors. It controls $10 billion in assets under management among its 33,863 customer accounts, making it one of the largest firms in the country by assets under management. The firm provides services to 82 charities and foundations. Of its 33,863 customer accounts, just 5% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Stratos Wealth Partners, LTD performs a wide range 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 advisory fee schedules usually vary depending on which service is offered. Fee types charged by Stratos Wealth Partners, LTD most likely consist of any blend 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
Kelly Anderson Work History
Kelly has been registered as a financial advisor for 11 years.*
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 Kelly Anderson 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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