Hooman M Omidpanah

Employer firm

Stratos Wealth Partners, Ltd CRD 153184

$18.6B regulatory AUM 376 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2006 → 09/2024
  Lincoln Financial Advisors Corporation
  Atlanta, GA
• 09/2024 → Present
  Stratos Welath Partners, Ltd
  Atlanta, GA
• 09/2024 → Present
  Lpl Financial Llc
  Atlanta, GA

Previous Registrations

• 2009-06-30 → 2024-09-24
  Osaic Fa, Inc.
  Orange Village, OH
  La Jolla, CA
  Virginia Beach, VA

Other Businesses

1. 09/23/2024 - Stratos Wealth Partners, Ltd- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- Start Date 09/09/2024 2. 09/23/2024 - Hooman Omidpanah- Non-Variable Insurance- Inv Rel- GA 30339- 160 hrs per mnth- 40 hrs during trading- start date 06/01/2010 3. 09/23/2024 - WealthPlanNow- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- Start Date 01/18/2023 - 160 Hours Per Month/ 40 Hours During Trading 4. 09/23/2024 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd. 5. 09/25/2024 - Stratos Wealth Partners, Ltd - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 09/09/2024 - 160 Hours Per Month/ 40 Hours During Trading - I provide investment advisory services through Stratos Wealth Partners, Ltd, an independent investment advisor firm. I started this business activity in 9/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV 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.

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-01-31

Designations

• Certified Financial Planner

Other Names

• Danny Omidpanah