Stratos Wealth Partners

Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos and AVL Wealthcare, LLC. are separate entities. AVL Wealthcare, LLC Investment Advisory Representatives ("IAR") are registered with Stratos Wealth Partners. Ltd.. Stratos has been recognized as a Barron's Top 100 RIA Firm in the United States for the past 5 years.* (Stratos Wealth Partners, Ltd. applied for the award by submitting a questionnaire for the award committee’s consideration. Stratos Wealth partners, Ltd. did not pay any compensation to be considered for the award. For the full methodology of the aware, please click here.)

 

Stratos' goal is to provide advisors and their clients with a distinct wealth management experience. One that effectively elevates all aspects of the financial and investment management experience for clients seeking more personalized concierge level service and innovative thought leadership. Stratos' advisors provide access to a wide range of financial products and strategies available in the marketplace today.

 

*On Sept. 16, 2022, Stratos Wealth Partners, Ltd. placed 30th on the list for the year 2022. Stratos Wealth Partners, Ltd. applied for the award by submitting responses to a detailed questionnaire for the award committee’s consideration. Stratos Wealth partners, Ltd. did not pay any compensation to be considered for the award. The award is not representative of any one client’s experience and is not indicative of our firm’s future performance. The award was independently granted, as Stratos Wealth Partners, Ltd. has no affiliation with Barron’s. Please note that the award is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services. Barron’s weighs dozens of qualitative and quantitative components, including assets managed, the size and experience of teams, regulatory record of the advisors and firms, succession planning, technology spending, and staff diversity based on responses supplied by the advisor to a detailed survey.

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Alexander, Van Loon, Sloan, Levens & Favre, PLLC

AVL WealthCare was founded by accounting firm, Alexander, Van Loon, Sloan, Levens & Favre, PLLC (AVL CPA), a firm of accountants and consultants serving individuals, businesses, governments and not-for-profit organizations throughout the Mississippi Gulf Coast region and beyond. 

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Custodians

Schwab Alliance
Fidelity Alliance

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While we provide investment advice, we do not have direct access to your account assets. As a client, you choose Charles Schwab or Fidelity Investments to be custodians of your account. With your permission, AVL WealthCare, LLC receives Limited Power of Attorney to submit trade requests on your behalf and provide you with regular reports that summarize your portfolio’s performance. However, you remain in control of your assets by having them held in accounts in your name. Our custodians provide us with the platform, products, programs and resources to serve our clients efficiently and effectively.

 

 

By clicking on any of the links above, you acknowledge that the links provided are solely for your convenience, and do not necessarily imply any affiliations, sponsorships or endorsements. We make no representations whatsoever regarding such third party Websites. You should review the privacy policies of other Websites carefully before providing any information to such sites. We are not responsible for the content or availability of third party Websites, and shall not be responsible or liable for any information, opinions, advice, products or services available on or through such third party Websites.

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Important Disclosure Information: Please remember that past performance is no guarantee of future results.  Investing involves risk including loss of principal. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by AVL Wealthcare, LLC. Asset Allocation does not ensure a profit or protect against a loss. Moreover, you should not assume that any information contained herein serves as the receipt of, or as a substitute for, personalized investment advice from AVL Wealthcare, LLC.
 
The content contained herein is for informational purposes only and its contents constitute neither an offer to sell nor a solicitation of an offer to buy securities, as such an offer can be made only by prospectus. This information alone cannot and should not be used in making investment decisions. Investors should carefully consider the investment objectives, risks, charges, and expenses associated with any investment. Our current written disclosure brochure discussing our advisory services and fees is publicly available on the Investment Advisor Public Disclosure Site at STRATOS WEALTH PARTNERS, LTD - Investment Adviser Firm (sec.gov).