Irvine, CA Executive Park Office

Team
Updated today

Client AUM

$17,557,955,784

Clients

24,844

Advisors

4

Of 378 advisors across 129 offices

Location

32 Executive Park, Suite 130

Irvine CA 92614

Advisors at this office

4

Advisors at this office

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Jeremy M

CFP®, Series 66

Irvine, CA

Stratos Wealth Partners, Ltd

Jeremy Mincks is a CFP® professional with 12 years of experience in the financial services industry. He has been with Stratos Wealth Partners, Ltd since 2016 and is also affiliated with LPL Financial, where he has worked since 2015. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

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

Series 66

Irvine, CA

Stratos Wealth Partners, Ltd

Scott Irribarra is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has one year of industry experience. Prior to joining Stratos, he worked at LPL Financial and held positions at AT&T, Game Stop, and in the music industry. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers a range of advisor-managed and model portfolio solutions through an open-architecture platform, integrating third-party managers and providing diverse financial planning and retirement consulting services.

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

Series 63, Series 65

Irvine, CA

Stratos Wealth Partners, Ltd

Thomas Papadopoulos is a financial advisor at Stratos Wealth Partners, Ltd. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. Papadopoulos has worked at both Stratos Wealth Partners and LPL Financial since 2014. He is also involved in administrative support for Stratos Wealth Partners and operates a separate business entity for tax and investment purposes. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm with approximately $18.6 billion in assets under management and over 366 advisors serving more than 24,000 clients. The firm offers a range of investment management and financial planning services utilizing an open-architecture platform that incorporates both advisor-managed and model-based strategies.

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

Series 63, Series 65

Irvine, CA

Stratos Wealth Partners, Ltd

Constantine Basdakis is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Stratos Wealth Partners since 2016 and has worked at LPL Financial since 2007. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
View complete list of advisors at this office
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