Teresa Owsley
Teresa Owsley is a registered investment advisor at Stratos Wealth Partners, LTD, based in Powell, OH, with 31 years of industry experience. Teresa 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
9999 Brewster Ln, Suite 101, Powell, OH, 43065
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2020Employment Separation After Allegations
July 1998Other Business Activities
Teresa is affiliated with Stratos Wealth Partners as a DBA for LPL business and a Registered Investment Advisor Hybrid. These activities take up all of Teresa's time.
Employment History
Current Registrations
Stratos Wealth Partners, LTD
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
The Huntington Investment Company
The Huntington Investment CompanyBroker
W. S. Griffith & CO., INC.Broker
State Registrations2 states
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.