My office was established to provide ongoing professional advice to investors while helping them address their individual investment objectives. I am able to do this by offering truly objective financial advice on a fee basis. This method of compensation allows me to adjust your investment portfolio without requiring you to pay commissions.*
Working on a fee basis allows me to:
Customize an investment portfolio that is built to help you manage your short-and long-term investment goals.
Provide simplified performance reporting, making it easy for you to monitor your account.
Support you with ongoing professional advice, timely information about your account and updates on the world's financial markets.
Manage your portfolio and make investment changes without commissions* as your objectives or the economic climate changes.
*Nominal transaction charges may apply.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos Wealth Partners, Ltd. and Dalton Investment & Retirement Services, Inc. are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:(AL,CO,FL,GA,LA,MI,NY,TN,TX only.)
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