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CFP
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CFP

Emile Koury

LPL Financial LLC
35 Years of Experience
Gulfport, MS
Broker
View SEC Summary
View SEC Summary

Emile Koury is a CFP-designated registered investment advisor at LPL Financial LLC, based in Gulfport, MS, with 35 years of industry experience. Emile is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1302 Magnolia St., Unit A2, Suite 110, Gulfport, MS, 39507

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Emile operates under two DBAs for his LPL business: Stratos Wealth Partners and VanKirk Wealth Advisors. He also works as an Investment Advisor Representative (IAR) for Stratos Wealth Partners, LTD, dedicating full-time hours to providing investment advisory services.

Employment History
Current Registrations
Stratos Wealth Partners, LTD
January 2021 - Present · 5 yrs 9 mos
LPL Financial LLCBroker
January 2021 - Present · 5 yrs 9 mos
Previous Registrations
Hancock Whitney Investment Services INC.
April 2017 - February 2021 · 3 yrs 10 mos
Hancock Whitney Investment Services INC.Broker
April 2011 - February 2021 · 9 yrs 10 mos
Hancock Investment Services, INC.Broker
May 2003 - October 2010 · 7 yrs 5 mos
Bancorpsouth Investment Services, INC.Broker
March 2000 - April 2001 · 1 yr 1 mo
Talbot Financial Services, INC.Broker
June 1999 - March 2000 · 9 mos
H.D. Vest Investment Securities, INC.Broker
December 1989 - June 1999 · 9 yrs 6 mos
J.C. Bradford & CO.Broker
July 1987 - May 1988 · 10 mos
State Registrations6 states
ALFLLAMSNCTX
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.
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