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James D

Series 63, Series 66

Lexington, SC

Stratos Wealth Partners, Ltd

James David is a financial advisor with Stratos Wealth Partners, Ltd in Lexington, SC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Stratos Wealth Partners and affiliated LPL Financial since 2012. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
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Kelly A

Series 66

Lexiington, SC

Stratos Wealth Partners, Ltd

Kelly Anderson is a financial advisor with Stratos Wealth Partners, Ltd and LPL Financial, LLC, holding a Series 66 designation and 14 years of industry experience. He has been with both firms since 2012. Outside of his advisory role, Anderson is a distributor of nutritional products through AdvoCare. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm offers open-architecture portfolio management and financial planning services, utilizing multiple custodians and both affiliated and third-party sub-advisors to tailor investment strategies to client goals.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
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Justin W

Series 66

Lexington, SC

Stratos Wealth Partners, Ltd

Justin Whitsett is a financial advisor at Stratos Wealth Partners, Ltd with one year of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, MPZ Entertainment/Marcos Pizza, and Nephron Pharmaceuticals. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
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Christopher B

Series 66

Lexington, SC

Stratos Wealth Partners, Ltd

Christopher Barnhill is a financial advisor at Stratos Wealth Partners, Ltd with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for five years. Prior to his advisory career, he held various roles including a position at Micky Finn's and an academic appointment at Francis Marion University. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
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