Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Bradford Stark is a financial advisor with over 40 years of experience in the industry. James is registered with OneAscent Financial Services LLC and has been with the firm since December of 2018. James is also registered as an Investment Advisor Representative in Delaware and New Jersey. James has a strong background in financial planning, wealth management, and asset management. James also has experience in fixed and traditional insurance sales. James is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. James holds the Series 6, Series 66 and SIE licenses. James is also a member of BNI Business Builders Chapter, a business networking organization. James is a strong advocate for community involvement and serves as a lake water quality control trustee for Swartswood Lakes and Watershed. James has a long history of working with clients of various ages, backgrounds, and financial needs. James is a highly regarded financial advisor and has a proven track record of success in helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
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2
AL
12/27/2018 - Present
Oneascent Financial Services LLC (BIRMINGHAM AL)
NJ
07/27/2007 - 05/02/2016
LPL FINANCIAL LLC (NEWTON NJ)
NJ
12/20/2000 - 08/04/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (NEWTON NJ)
IN
12/20/2000 - 04/03/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
01/25/1983 - 11/30/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
01/25/1983 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BOTH
Issued 06/23/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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