Unclaimed
Brian Timothy Stark is a financial advisor currently registered with Triumph Capital Management. Brian has been in the financial industry since 2003 and has worked with several firms including AXA Advisors, LLC and Cetera Advisor Networks LLC. Brian specializes in providing financial planning services, portfolio management, and pension consulting services. Brian's primary client base consists of individuals, high-net-worth individuals, and pension and profit-sharing plans. Brian is registered to provide investment advisory services in Colorado.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CO
02/19/2016 - Present
Triumph Capital Management (DENVER CO)
CO
09/20/2019 - 02/10/2020
CETERA ADVISOR NETWORKS LLC (Denver CO)
CO
09/01/2015 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (Denver CO)
CO
05/15/2012 - 09/29/2015
J.P. TURNER & COMPANY, L.L.C. (DENVER CO)
CO
04/09/2003 - 05/18/2012
AXA ADVISORS, LLC (LITTLETON CO)
MN
01/22/2003 - 02/13/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/22/2003 - 02/13/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/29/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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