I am supported by the resources of LPL Financial, one of the nation’s largest independent broker/ dealers and Stratos Wealth Partners, one of the “2020 Top 100 Registered Investment Advisory (RIA) Firms in America” as rated by Barron’s magazine*. These partnerships provides me with thorough research and a comprehensive array of tools, resources and technology. Because these firms have no proprietary products to sell, I have the freedom to offer you objective guidance and investment recommendations.
Should you get out of the market? Are you taking the right amount of risk risk? Are you able to substitute the working income that you need from your investments? There are many factors that go into these decisions and they are all based on your unique situation and relationship with money and risk. I will build an investment plan for you, and actively monitor the investments. When your situation changes, we will be ready to make changes to your plan.
*Barron’s 2020 RIA List is based on assets managed, revenue produced and quality of practice.
Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through Stratos Wealth Partners, Ltd, a registered investment advisor. Stratos Wealth Partners is a separate entity from LPL Financial.
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. No offers may be made or accepted from any resident of any other state.
By submitting this form, you are consenting to receive marketing emails from: . You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact