Unclaimed
Patrick Ryan Ford is an investment advisor representative with Stratos Wealth Partners, Ltd., based in San Diego, CA. Patrick specializes in providing financial planning and portfolio management services to individuals, corporations, charitable organizations, and insurance companies. Patrick has been in the financial industry since 2007, previously working at LPL Financial and Wells Fargo Advisors. Patrick is a registered investment advisor in California, Louisiana, and Texas.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of assets under management with third party managers
1
2
CA
03/11/2016 - Present
Stratos Wealth Partners, Ltd. (SAN DIEGO CA)
CA
09/18/2015 - 07/03/2019
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
07/31/2007 - 09/24/2015
WELLS FARGO ADVISORS, LLC (SAN DIEGO CA)
BOTH
Issued 08/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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