How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

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ADVISOR PROFILE

1. 01/07/2016 - Stratos Wealth Partners - DBA for LPL Business (entity for LPL business) - INV REL - AT REPORTED BUSINESS LOCATION - 100% TIME SPENT 2. 01/07/2016 - Summit Wealth Partners - DBA for LPL Business (entity for LPL business) - INV REL - START 01/07/2016 - 6929 E Greenway Parkway, Scottsdale, AZ 85254 - 160 HR/MO , 100% TIME SPENT 3. 01/07/2016 - Notary Public - Arizona - NOTARY - INV REL - START 8-23-1999 - AT REPORTED BUSINESS LOCATION - Notarize Client documents - 1% TIME SPENT - Notary 4. 02/01/2016 - Stratos Wealth Partners - DBA: (Hybrid) Summit Wealth Partners - Registered Investment Advisor DBA - INV REL - START 01/07/2016 - 6929 E Greenway Parkway Suite 180, Scottsdale, AZ 85254 - 160 HR/MO, 100% TIME SPENT 5. 02/01/2016 - Stratos Wealth Partners - DBA: (Hybrid) Stratos Wealth Partners - Registered Investment Advisor Hybrid - INV REL - AT REPORTED BUSINESS LOCATION(S) - Administrative role at RIA. - 100% TIME SPENT 6. 3/10/2016 - Rittel & Mahoney Wealth Management of - DBA: Rittel & Mahoney Wealth Management - DBA for LPL Business (entity for LPL business) - - INV REL - Started 01/07/2016 - 6929 W. Greenway Pkwy #180, Scottsdale, AZ 85254 & 16165 N 83rd Avenue #200, Peoria, AZ 85382 - 0 Hours Per Month. 7. 1/4/2017 - Evervest Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 01/15/2017 - 160 Hours Per Month/8 Hours During Securities Trading. 8. 2/8/2017 - Stratos Wealth Partners - DBA: (Hybrid) Evervest Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 01/15/2017 - 160 Hours Per Month/8 Hours During Securities Trading - I provide administrative support to Stratos Wealth Partners, an independent investment advisor firm. I started this business activity in January 2016. I expect to spend approximately 160 hours per month on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 9. 2/8/2017 - Stratos Wealth Partners - DBA: (Hybrid) Rittel & Mahoney Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 01/07/2016 - 0 Hours Per Month. 10. 11/10/2020 - Usborne Books and More - Not Investment Related - 16446 N 62nd Avenue, Glendale, AZ 85306 - Outside/W-2 Employment - Consultant - Started 08/03/2020 - 5 Hours Per Month/0 Hours During Securities Trading. 11. 06/15/2022 - El Camino Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 06/15/2022 - 10 Hours Per Month/ 10 Hours During Securities Trading. 12. 3/29/2023 - Barton Spector Wealth Strategies - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 03/27/2023 - 20 Hours Per Month/20 Hours During Securities Trading

FIRM INFORMATION

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Teresa Lynn Haire

Experience: 23 years / 5 firms

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