ChooseAFinancialAdvisor.com
Advisors / Mississippi / Gulfport
3yrs

James Luffey

Financial advisor at Stratos Wealth Partners

Based in Gulfport, Mississippi, James Luffey is a fiduciary financial advisor with 3 years of industry experience. James has been with Stratos Wealth Partners since 2024. Stratos Wealth Partners offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.

One of 68 advisors with offices in Gulfport, and one of 63 fiduciaries.

Gulfport, MS 39507Fiduciary advisor

At a glance

Experience3 years (since 2024)
How that compares ?3 years in the industry
Office1302 Magnolia St., Unit A2, Gulfport, MS 39507
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$706,728
Advisors at the firm352
States licensed ?1 state

Services through Stratos Wealth Partners

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. 2024 – now

Questions to ask James

Tailored to James’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About James

How do I contact James?

Call Stratos Wealth Partners at (440) 519-2500 and ask for James Luffey. James works from the Gulfport, MS office.

How long has James been a financial advisor?

James has been in the industry since 2024, about 3 years. 3 years in the industry.

What licenses does James hold?

Series 66. Tap any license on this page to see what it allows.

Is James a fiduciary?

James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is James paid?

Stratos Wealth Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask James for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

Other advisors nearby

Raymond James & Associates
46yrs
Jerome Dattel
Financial advisor
1105 30th Ave Suite 201
Gulfport, MS 39571
Top advisor by experience in Mississippi
PlanningInvesting
Call Directions
Stratos Wealth Partners
45yrs
Frank Van Kirk
Financial advisor
1302 Magnolia Suite, Unit A2
Gulfport, MS 39507
Top 1% by experience in Mississippi
Fiduciary
Call Directions
Stratos Wealth Partners
43yrs
Stephen Byrne
Financial advisor
1302 Magnolia Street Unit A2
Gulfport, MS 39507
Top 1% by experience in Mississippi
CFP®Fiduciary
Call Directions
Raymond James Financial Services Advisors
40yrs
James Hardaman
Financial advisor
416 Security Square
Gulfport, MS 39507
Top 4% by experience in Mississippi
Fiduciary
Call Directions
LPL Financial
39yrs
Robert Sawyer
Financial advisor
306 Cowan Rd
Gulfport, MS 39507
Top 5% by experience nationwide
Fiduciary
Call Directions
LPL Financial
36yrs
Suzie Sawyer
Financial advisor
306 Cowan Rd
Gulfport, MS 39507
Top 7% by experience nationwide
Fiduciary
Call Directions

See all advisors near Gulfport