GH
CFP
GH
CFP

Gary Hannah

16 Years of Experience
Akron, OH
BrokerSells Insurance

Gary Hannah is a CFP-designated registered investment advisor at LPL Financial LLC, based in Akron, OH, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

291 North Cleveland Massillon Rd, Suite 100, Akron, OH, 44333

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Gary operates Stratos Wealth Partners as a DBA for his LPL business and as a Registered Investment Advisor, dedicating full-time hours to these activities. He also spends minimal time selling non-variable insurance.

Employment History
Current Registrations
Stratos Wealth Partners, LTD
April 2024 - Present · 2 yrs 1 mo
LPL Financial LLCBroker
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Peak Wealth Solutions
November 2020 - December 2024 · 4 yrs 1 mo
American Portfolios Financial Services, INC.Broker
November 2018 - April 2024 · 5 yrs 5 mos
MML Investors Services, LLCBroker
March 2017 - May 2018 · 1 yr 2 mos
MML Investors Services, LLC
March 2017 - May 2018 · 1 yr 2 mos
Msi Financial Services, INC.Broker
January 2015 - March 2017 · 2 yrs 2 mos
Msi Financial Services, INC.
January 2015 - March 2017 · 2 yrs 2 mos
New England Securities Corporation
July 2012 - January 2015 · 2 yrs 6 mos
New England SecuritiesBroker
June 2012 - January 2015 · 2 yrs 7 mos
Thrivent Investment Management INC.
April 2009 - June 2012 · 3 yrs 2 mos
Thrivent Investment Management INC.Broker
March 2009 - June 2012 · 3 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2009 - February 2009 · 0 mos
State Registrations6 states
INNYOHSCTXWV
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.
Gary Hannah - Financial Advisor | TrueAdvisor