Vicki Kline (CRD# 2445585) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Ravenna, OH and has over 30 years of experience in the finance industry. Vicki Kline has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5069849
Strategic Wealth Partners, Ltd.
CRD# 1949220
Tyler-stone Wealth Management, LLC
CRD# 5062672
Lincoln Investment
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stratos Wealth Partners, Ltd | Hudson, OH | Aug 2010 - Current | 13 |
| Lpl Financial LLC | Akron, OH | Mar 2010 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1994 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1999 |
- LA
- OH
- TX
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Total Assets Under Management12,533MILLIONS
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Total Number of Accounts37,396ACCOUNTS
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Average Account Value$335,150
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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