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Joshua Ross Stark

Integrated Wealth Concepts LLC

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About Joshua Ross Stark

Joshua Stark is an experienced financial advisor, registered with the state of Virginia and Texas. Joshua has been in the industry since 2002, holding various roles at different financial institutions. Joshua is currently associated with Integrated Wealth Concepts LLC and previously worked for Lincoln Financial Advisors Corporation and Ameriprise Financial Services, Inc. Joshua is a dedicated professional with a strong understanding of the financial markets and a commitment to providing personalized financial advice.

Firm Information

Joshua Stark is currently registered with Integrated Wealth Concepts LLC. Integrated Wealth Concepts LLC is an investment advisory firm based in Waltham, Massachusetts. With over 190 licensed agents and 423 individuals working in investment advisory functions, they manage over $13.5 billion in assets for a variety of clients, including individuals, corporations, charitable organizations, and pension plans. The firm offers a range of services, including financial planning, portfolio management, and pension consulting.
Integrated Wealth Concepts LLC

200 5TH AVENUE

WALTHAM, MA 02451

$13.50B

Assets Under Management

6

Total Clients

333

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joshua Stark’s Registration & Firm History

VA

10/28/2016 - Present

Integrated Wealth Concepts LLC (Fairfax VA)

VA

11/15/2013 - 10/31/2016

LINCOLN FINANCIAL ADVISORS CORPORATION (FAIRFAX VA)

VA

05/31/2002 - 11/19/2013

AMERIPRISE FINANCIAL SERVICES, INC. (VIENNA VA)

MN

05/31/2002 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 06/12/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/29/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Joshua Ross Stark. Review regulatory record here.
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