OUR PARTNERS
Because your financial situation may at times be complex, our team, with your permission, works directly with other professionals to coordinate, design and implement specific strategies that can help you achieve your goals. In addition to consulting with professionals within Stratos Wealth Partners and LPL Financial regarding technical and planning issues you may face, we work with external professionals including certified public accountants, attorneys, and insurance specialists.
About our partnership with Stratos Wealth Partners
Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos Wealth Partners, Ltd. and Marquis Wealth Group are separate entities from LPL Financial.
While giving us access to advisory services, Stratos Wealth Partners provides compliance and supervisory oversight of Marquis Wealth Group for our clients.
While not formally affiliated with Marquis Wealth Group, we work directly with Stratos Wealth Partner's professional network. Please visit our Support, Operations, and Compliance page to learn more.
About our partnership with LPL Financial
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that professional financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit lpl.com.