Kevin Pitts
Kevin Pitts is a registered investment advisor at Stratos Wealth Partners, LTD, based in Prescott, AZ, with 21 years of industry experience. Kevin 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
100 E Sheldon #105, Prescott, AZ, 86301
Get directionsHistory
Regulatory History (3)
Judgment / Lien
July 1992Judgment / Lien
May 1992Criminal
January 1987Other Business Activities
Kevin dedicates nearly all of his time to Stratos Wealth Partners, providing investment advisory services as an IAR. He also spends about 10-20% of his time on EverVest Financial, a DBA for LPL business, and minimal time on Granite Wealth Partners, a business entity for tax/investment purposes only.
Employment History
Current Registrations
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.Broker
State Registrations16 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.