Kendra
Bullock

Stratos Wealth Partners, LTD

CRD#5972796
Investment Advisor
in Norfolk, VA

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About this Advisor

Kendra Bullock is a financial advisor based in Norfolk, Virginia, working with Stratos Wealth Partners, LTD. Kendra has previously held positions at Janney Montgomery Scott, Vanguard, Widener University, Wolfchase Honda, Dsw, Kestra Investment Services, LLC, Kestra Advisory Services, LLC, Lpl Financial, and Stratos Wealth Partners, LTD. Kendra has passed the Series 66 regulatory exam and is registered to provide services in Texas and Virginia. Currently, Kendra is part of Stratos Wealth Partners, LTD, which operates out of Norfolk, Virginia. The firm has 101 offices and 562 employees. The firm manages assets totaling $12.5 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 Partners, LTD includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1701 Church Street, Suite D
Norfolk, VA 23504

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Stratos Wealth Partners, LTD Brokerage Details

Total Assets Under Management

$12,533,266,805

VA Average: $2,106,341,625
Total Number of Employees

562

VA Average: 34
Total Number of Accounts

37,396

VA Average: 1,972
Average Account Size

$335,150

VA Average: $1,068,125

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

Kendra Bullock Work History

2024 - Present (0 year)

Lpl Financial

2024 - Present (0 year)

Stratos Wealth Partners, LTD

2023 - Present (1 year)

Kestra Advisory Services, LLC

2021 - Present (3 years)

Kestra Investment Services, LLC

2018 - 2021 (3 years)

Janney Montgomery Scott

2017 - 2018 (1 year)

Vanguard

2015 - 2017 (2 years)

Vanguard

2015 - 2018 (3 years)

Widener University

2014 - 2015 (1 year)

Wolfchase Honda

2014 - 2015 (1 year)

Dsw

Disclosures

Please visit the SEC profile of Kendra Bullock 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

Ashley Graham
Westlake, OH
Mark Ventura
Beachwood, OH
Matthew Traywick
Gallipolis, OH
Noah Wiggins
Norfolk, VA
Mark Ambrose
Bradford Woods, PA
Frank Van Kirk
Gulfport, MS
Tonette Echols
Scottsdale, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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