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Christopher Cashell

41 Years of Experience
Freeport, PA
1 DisclosureBrokerSells Insurance

Christopher Cashell is a registered investment advisor at Stratos Wealth Partners, LTD, based in Freeport, PA, with 41 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 4 more. Their firm serves 21,699 clients with $14B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
376 advisors
Number of Clients
21,699 clients
Average Client Portfolio
$667K average
Assets Under Management
$14.5B

Fee Structure

Minimum Investment:$10K

Stratos Wealth Partners (SWP) offers investment management through Strategic Wealth Management (SWM) accounts and other advisor-managed, non-wrap accounts.

With SWM and other advisor-managed, non-wrap accounts, you'll pay an advisory fee to SWP, plus transaction charges for each trade. The maximum annual advisory fee is 2.0% of the assets managed. In limited cases, SWP may apply a flat fee to provide asset management services, but the maximum flat fee will be no more than 2.0% of the assets under management.

A minimum account value of $10,000 is required for SWM and other advisor-managed, non-wrap accounts; however, in certain instances, the minimum account size may be lower.

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Location

236 5th St, Freeport, PA, 16229

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History

Regulatory History (1)
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Customer Dispute
July 2009
Denied
Other Business ActivitiesSells Insurance

Christopher works with Nextier Bank, Crump Life Insurance, Nextier Wealth Management, Stratos Wealth Partners, and LPL Financial, focusing on retirement, investments, and insurance. He also dedicates minimal time as an agent for LTCI Partners/Reliance Standard Insurance, selling LTC and group disability insurance, and spends full-time between LPL Financial, LLC and Stratos Wealth Partners, Ltd.

Employment History
Current Registrations
Stratos Wealth Partners, LTD
July 2018 - Present · 7 yrs 10 mos
LPL Financial LLCBroker
October 2011 - Present · 14 yrs 7 mos
LPL Financial LLC
October 2011 - Present · 14 yrs 7 mos
LPL Financial LLC
October 2011 - Present · 14 yrs 7 mos
Previous Registrations
Uvest Financial Services Group, INC.
February 2005 - October 2011 · 6 yrs 8 mos
Uvest Financial Services Group, INC.Broker
October 2004 - October 2011 · 7 yrs
Commonwealth Financial NetworkBroker
September 2003 - November 2004 · 1 yr 2 mos
Nylife Securities INC.Broker
February 2001 - August 2003 · 2 yrs 6 mos
Pruco Securities CorporationBroker
April 1992 - November 1998 · 6 yrs 7 mos
Pruco Securities CorporationBroker
January 1985 - January 2001 · 16 yrs
State Registrations14 states
CACOFLGAILKYMDNCNYOHPASCTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.