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Anne Cooke Dimon

20 Years of Experience
Broker
Areas of Practice
Retirement PlanningFinancial Planning & CoachingEducation PlanningEstate PlanningTax PlanningInsurance PlanningBusiness OwnersCorporate Executives
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
356 advisors
Number of Clients
21,699 clients
Average Client Portfolio
$667K average
Assets Under Management
$14.5B

Fee Structure

Minimum Investment:$10K
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Location

533 S. 3rd Street, Columbus, OH, 43215

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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

Anne dedicates her full time to Stratos Wealth Partners and Parkview Partners Capital Management, both investment-related DBAs for her LPL business, with administrative roles in the latter. She also spends minimal time as a notary.

Employment History
Current Registrations
Stratos Wealth Partners, LTD
April 2016 - Present · 9 yrs 10 mos
LPL Financial LLCBroker
April 2016 - Present · 9 yrs 10 mos
Previous Registrations
Wells Fargo Advisors, LLC
July 2014 - May 2016 · 1 yr 10 mos
Wells Fargo Advisors, LLCBroker
April 2014 - May 2016 · 2 yrs 1 mo
Stifel, Nicolaus & Company, IncorporatedBroker
May 2005 - April 2014 · 8 yrs 11 mos
State Registrations3 states
LAOHTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.