Kent Mosher, financial advisor Beachwood OH
93 score

Kent Mosher

CRD Number: 3176932
Current Firm: Stratos Wealth Partners, Ltd

Kent Mosher (CRD# 3176932) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Beachwood, OH and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Stratos Wealth Partners, Ltd Beachwood, OH Aug 2010 - Current 7
Lpl Financial LLC Beachwood, OH Feb 2009 - Current 9
Lincoln Financial Advisors Corporation Cleveland, OH Jan 1999 - Feb 2009 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2004
Contact Info for Kent R. Mosher
Phone Number: 440-519-2500
Registered State(s):
  • LA
  • TX
  • OH
By the Numbers
  • Total Assets Under Management
    4,262
    MILLIONS
  • Total Number of Accounts
    16,432
    ACCOUNTS
  • Average Account Value
    $259,376
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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