Thomas StrohlCRD Number: 1473911
Current Firm: Stratos Wealth Partners, Ltd
Thomas Strohl (CRD# 1473911) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in San Diego, CA and has over 34 years of experience in the finance industry. Thomas Strohl has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Park Avenue Securities LLC
Madison Avenue Securities, LLC
Ubs Financial Services Inc.
|Lpl Financial LLC||San Diego, CA||May 2013 - Current||7|
|Stratos Wealth Partners, Ltd||San Diego, CA||May 2013 - Current||7|
|Wells Fargo Advisors LLC||San Diego, CA||May 2009 - May 2013||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1986|
Total Assets Under Management5,707MILLIONS
Total Number of Accounts21,349ACCOUNTS
Average Account Value$267,321
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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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