LPL Financial was founded in 1968 and is considered the largest independent broker-dealer in the U.S. As of 2018 the company had more than 16,000 financial advisors, over 681 billion in advisory & brokerage assets, and generated approximately $5.2 billion in annual revenue, as reported by Financial Planning magazine, June 1996-2020, based on total revenue. LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affilitated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit, LPL.com
Stratos Wealth Partners is our Hybrid Registered Investment Advisor that provides our clients and associated with four custodial options LPL Financial, Charles Schwab, Fidelity Investments and TD Ameritrade. Stratos operates in 28 states and has over 13 billion I total assets in advisory, brokerage and third-party assets.
We believe that the creation of sustainable wealth requires an understanding of the overlapping disciplines of Risk Management, Investment Management and Estate Preservation. Our goal is to control risk without inhibiting investment flexibility.
With over 100 years of collective experience in the financial services industry our team understands well the importance of providing a total wealth management experience built on trust and stewardship.
Located in Norfolk, VA
Working Towards Securing Your Financial Future, our firm cares about you." That's our motto!
Our approach to financial planning involves developing true personal relationships with each of our clients. We tailor the scope of our comprehensive services to help each client pursue his or her unique financial goals and objectives. Our mission is to become the premier financial planning firm assisting families, highly successful professionals, and business owners in pursuing their financial goals. Our team consists of experienced professionals committed to delivering superior service and guidance. We look forward to working for you!