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Custodians (where your accounts are held)

Log In → View your LPL accounts, statements, and tax documents directly through LPL.​

Log In → View your Schwab accounts, statements, and tax documents directly through Schwab.​

Log In → View your Fidelity accounts, statements, and tax documents directly through Schwab.​

PLANNING TOOLS (your bigger financial picture)

Log In → More than a snapshot — dig into performance, allocation, consolidated reports, and a secure document vault, all in one place.​

Log In → View the financial plan we've built together, and explore it on your own — adjust goals, spending, or savings to see how different scenarios could play out..​

12348 High Bluff Drive, Suite #240
San Diego, CA 92130

Direct: 858.952.1858​

 

Form CRS

LPL Financial Form CRS

Privacy Policy

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Check the background of your financial professional on FINRA's BrokerCheck.

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Securities offered through LPL Financial, member FINRA/SIPC. 

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The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents

of the states in which they are properly registered or licensed.

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Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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*On Sept. 13, 2024, Stratos Wealth Partners, Ltd. placed 22nd on the list for the year 2024. Stratos Wealth Partners, Ltd. applied for the award by submitting responses to a detailed questionnaire for the award committee’s consideration. Stratos Wealth Partners, Ltd. did not pay any compensation to be considered for the award. The award is not representative of any one client’s experience and is not indicative of our firm’s future performance. The award was independently granted, as Stratos Wealth Partners, Ltd. has no affiliation with Barron’s. Please note that the award is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services. Barron’s weighs dozens of qualitative and quantitative components, including assets managed, the size and experience of teams, regulatory record of the advisors and firms, succession planning, technology spending, and staff diversity based on responses supplied by the advisor to a detailed survey.

 

Methodology: https://www.barrons.com/advisor/articles/barrons-methodology-for-ranking-financial-advisors-c4831b04

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