Kevin Pitts
Kevin Pitts is a registered investment advisor at Stratos Wealth Partners, LTD, based in Prescott, AZ, with 22 years of industry experience. Kevin 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
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.
Exams
More Advisors
- Teresa HaireStratos Wealth Partners, LTD
- Kathleen Nemetz, CFPStratos Wealth Partners, LTD
- Stephanie Sterling, ChFCStratos Wealth Partners, LTD
- Michelle Morris, CFPBrio Financial Planning
- Kelly Waring, CFPLPL Financial LLC
- Adam Goldstein, CFPLPL Financial LLC