EK
CFP
EK
CFP

Emile Koury

34 Years of Experience
Gulfport, MS
Broker

Emile Koury is a CFP-designated registered investment advisor at Stratos Wealth Partners, LTD, based in Gulfport, MS, with 34 years of industry experience. Emile 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.

Loading...

Location

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

Get directions

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.

Learn about disclosures →
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
LPL Financial LLCBroker
January 2021 - Present · 5 yrs 4 mos
Stratos Wealth Partners, LTD
January 2021 - Present · 5 yrs 4 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.
Emile Koury - Financial Advisor | TrueAdvisor