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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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OFFICES IN AKRON & BROADVIEW HEIGHTS

291 North Cleveland Massillon Road, Suite 100

Akron, Ohio 44333

(440) 907-6052

1929 E. Royalton Road Bldg. A
Broadview Heights, Ohio 44147

Form CRS

LPL Financial Form CRS

 

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

Securities offered through LPL Financial, member FINRA/SIPC

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents

of the states in which they are properly registered or licensed.

Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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