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Christopher Breed Walling

Stratos Wealth Partners, Ltd.

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About Christopher Breed Walling

Christopher Walling is a financial advisor with over 30 years of experience in the industry. Christopher currently works for Stratos Wealth Partners, Ltd., where Christopher has been providing investment advisory services since 2009. Christopher has a broad range of experience and holds a variety of licenses and designations. Christopher is also a licensed insurance agent and offers financial planning, pension consulting, and educational seminars. Christopher is committed to providing clients with personalized service and a tailored approach to meet their individual needs. Christopher is licensed to provide advisory services in Arkansas, California, District of Columbia, Florida, Illinois, Indiana, Kansas, Louisiana, Maryland, Massachusetts, Michigan, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Virginia, and Washington.

Firm Information

Christopher Walling is currently registered with Stratos Wealth Partners, Ltd.. Stratos Wealth Partners, Ltd. is a wealth management firm headquartered in Beachwood, Ohio, with a nationwide presence. They provide financial planning, portfolio management, and pension consulting services to individuals, businesses, charitable organizations, insurance companies, and other financial institutions. The firm manages over $12 billion in assets for 37,396 clients.
Stratos Wealth Partners, Ltd.

3750 PARK EAST DR

BEACHWOOD, OH 44122

$12.53B

Assets Under Management

173

Total Clients

285

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of assets under management with third party managers

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Christopher Walling’s Registration & Firm History

OH

03/23/2016 - Present

Stratos Wealth Partners, Ltd. (Columbus OH)

OH

06/01/2009 - 08/05/2009

MORGAN STANLEY SMITH BARNEY (DUBLIN OH)

OH

09/15/1994 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (DUBLIN OH)

MA

06/30/1992 - 09/20/1994

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MA

06/30/1992 - 09/20/1994

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

IA

Issued 12/09/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/13/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 08/20/1999

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/26/2002

Series 3 - National Commodity Futures Examination

BC

Issued 11/22/1994

Series 7 - General Securities Representative Examination

BC

Issued 06/29/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Breed Walling.
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