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. 

August Wealth Advisors, LLC

The Loft, 101 Franklin Street, Suite A 

Westport, CT 06880

Toll free : 800-985-9477

Direct: 916-461-9451

Investment advice offered through Stratos Wealth Advisors, LLC, a Registered Investment Advisor DBA August Wealth Advisors, LLC.

August Wealth Advisors, LLC offers its financial services through Stratos Wealth Advisors LLC (“Stratos”), a Registered Investment Advisor with the U.S. Securities and Exchange Commission (the “SEC”). Registration with the SEC does not imply a certain level of skill or training. Public information concerning Stratos Wealth Advisors is available at https://www.adviserinfo.sec.gov/IAPD/Default.aspx.

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