CP
CP

Christopher Popkey

20 Years of Experience
Scottsdale, AZ
2 DisclosuresBroker

Christopher Popkey is a registered investment advisor at Stratos Wealth Partners, LTD, based in Scottsdale, AZ, with 20 years of industry experience. Christopher 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
376 advisors
Number of Clients
21,699 clients
Average Client Portfolio
$667K average
Assets Under Management
$14.5B

Fee Structure

Minimum Investment:$10K

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.

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Location

6909 E Greenway Parkway, Suite 295, Scottsdale, AZ, 85254

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History

Regulatory History (2)
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Judgment / Lien
May 2018
Customer Dispute
January 2011
Settled
Other Business Activities

Christopher works with Stratos Wealth Partners as an investment advisor, dedicating full-time hours to this role. He also works in guest services for the Green Bay Packers, Inc., spending about 10-20% of his time on this non-investment related activity.

Employment History
Current Registrations
Stratos Wealth Partners, LTD
November 2016 - Present · 9 yrs 6 mos
LPL Financial LLCBroker
October 2016 - Present · 9 yrs 7 mos
Previous Registrations
Wells Fargo Advisors, LLC
October 2015 - November 2016 · 1 yr 1 mo
Wells Fargo Advisors, LLCBroker
June 2013 - November 2016 · 3 yrs 5 mos
Edward JonesBroker
January 2006 - June 2013 · 7 yrs 5 mos
State Registrations8 states
AZCAIDLAMNTXWAWI
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.