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Teresa Haire

Stratos Wealth Partners, LTD
26 Years of Experience
Prescott, AZ
1 DisclosureBroker
View SEC Summary
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Teresa Haire is a registered investment advisor at Stratos Wealth Partners, LTD, based in Prescott, AZ, with 26 years of industry experience. Teresa is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 9 more. Their firm serves 25,391 clients with $19B in assets under management.

Stratos Wealth Partners, LTD
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
386 advisors
Number of Clients
25,391 clients
Average Client Portfolio
$734K average
Assets Under Management
$18.6B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual advisory fee is 2.0% for advisor-managed non-wrap and SWM accounts. Specific program fees may vary up to 3.0% depending on the chosen platform, custodian, or third-party manager.

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

Location

100 E Sheldon, Suite 105, Prescott, AZ, 86301

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History

Regulatory History (1)
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Financial
November 2020
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Teresa is involved in several investment-related activities, primarily through DBAs for LPL business and registered investment advisor roles, often dedicating full-time hours. She also works as a consultant for Usborne Books and More, spending a few hours per week.

Employment History
Current Registrations
Stratos Wealth Partners, LTD
January 2016 - Present · 10 yrs 9 mos
LPL Financial LLCBroker
January 2016 - Present · 10 yrs 9 mos
Previous Registrations
Wells Fargo Advisors, LLC
February 2011 - January 2016 · 4 yrs 11 mos
Wells Fargo Advisors, LLCBroker
October 2005 - January 2016 · 10 yrs 3 mos
Piper Jaffray & CO.Broker
September 2003 - September 2005 · 2 yrs
Wachovia Securities, LLCBroker
July 2003 - September 2003 · 2 mos
Prudential Securities IncorporatedBroker
July 2000 - July 2003 · 3 yrs
State Registrations4 states
AZLAMDTX
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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