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David Thorne, CFP®

3750 Park East Dr Ste 200

Beachwood, OH

44122-4348

Phone:

Email:

440-505-5578

https://www.wealthadvocategroup.com/

 

David K. Thorne is a Partner with Stratos Wealth Partners.  Dave, together with the Wealth Advocate Group, LLC team, aspires to develop and build long lasting relationships with our clients. In addition to providing a holistic approach to financial planning, our mission is getting to know and understand our clients' needs, wants and long-term goals. We can then craft, implement and monitor a strategy that is designed to address their unique situations.

Dave has extensive experience working with executives who have sought a succinct financial strategy for incentive and Non-qualified stock options, restricted stock (RSUs) and concentrated stock positions. Dave has also been a featured guest speaker focusing on executive stock option planning and risk management before several financial service associations.

Dave holds the Series 6, 7 and 63 securities licenses through LPL Financial. In addition, he maintains Life, Accident and Health and Variable Annuity registrations in numerous states.

 

Dave and his wife Tiffany live in Hudson. Dave & Tiff enjoy all manner of fitness activities including hiking, snowboarding and mountain biking.

 

Securities offered through LPL Financial, Member FINRA & SIPC. Investment advice offered through Stratos Wealth Partners, a registered Investment Advisor.  Stratos Wealth Partners and Wealth Advocate Group, LLC are separate entities from LPL Financial. 

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Stratos Wealth Partners, Wealth Management, Financial Planner, Financial Advisors

3750 Park East Drive - Beachwood, OH 44122

Office: (866) 553-9882 - Fax: (440) 505-5609​​​

Info@stratoswp.com

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LPL Financial Form CRS

 

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Check the background of your financial professional on FINRA's BrokerCheck.

Securities offered through LPL Financial, member FINRA/SIPC. 

Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, ME, MD, MI, MN, MO, MS, MT, ND, NE, NH, NJ, NC, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV and WY.

*On Sept. 13, 2024, Stratos Wealth Partners, Ltd. placed 22nd on the list for the year 2024. Stratos Wealth Partners, Ltd. applied for the award by submitting responses to a detailed questionnaire for the award committee’s consideration. Stratos Wealth partners, Ltd. did not pay any compensation to be considered for the award. The award is not representative of any one client’s experience and is not indicative of our firm’s future performance. The award was independently granted, as Stratos Wealth Partners, Ltd. has no affiliation with Barron’s. Please note that the award is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services. Barron’s weighs dozens of qualitative and quantitative components, including assets managed, the size and experience of teams, regulatory record of the advisors and firms, succession planning, technology spending, and staff diversity based on responses supplied by the advisor to a detailed survey.

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