AG
AG

Ashley Lynn Graham

16 Years of Experience
Broker
Areas of Practice
Retirement PlanningFinancial Planning & CoachingEducation PlanningEstate PlanningTax PlanningInsurance PlanningBusiness OwnersCorporate Executives
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
356 advisors
Number of Clients
21,699 clients
Average Client Portfolio
$667K average
Assets Under Management
$14.5B

Fee Structure

Minimum Investment:$10K
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Location

27865 Clemens Rd, Suite 4, Westlake, OH, 44145

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Ashley operates under Stratos Wealth Partners as a DBA for her LPL business and provides administrative support to Stratos Wealth Partners, an independent investment advisor firm, dedicating full-time hours to these activities. Ashley also works as a notary in Lakewood, OH, spending minimal time on this activity.

Employment History
Current Registrations
Stratos Wealth Partners, LTD
May 2017 - Present · 8 yrs 9 mos
LPL Financial LLCBroker
April 2017 - Present · 8 yrs 10 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
April 2014 - February 2017 · 2 yrs 10 mos
LPL Financial LLCBroker
April 2013 - March 2014 · 11 mos
The Huntington Investment CompanyBroker
May 2009 - April 2013 · 3 yrs 11 mos
State Registrations3 states
LAOHTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.