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Randy Lewis Stark

Truist Advisory Services, Inc.

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About Randy Lewis Stark

Randy Stark is a financial advisor with Truist Advisory Services, Inc. Randy has been in the industry since September 23, 1985 and has experience in providing financial advice to a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Randy holds a variety of licenses and certifications, including the Series 7, Series 31, Series 63, and Series 65. Randy is registered with the following state regulators: Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Illinois, Indiana, Maine, Maryland, New Jersey, New York, North Carolina, South Carolina, Tennessee, Texas, Virginia, and Wisconsin. Randy is also a registered Investment Advisor with the state of Texas.

Firm Information

Randy Stark is currently registered with Truist Advisory Services, Inc.. Truist Advisory Services, Inc. is an investment advisor registered with the SEC. They provide financial planning, portfolio management for individuals and businesses, publication of periodicals, selection of other advisors, and wrap fee products and financial profiling services. Their main office is located in Atlanta, GA and they have approximately 2,079 investment advisor representatives and 1,756 licensed agents. They manage over $61 billion in assets for individuals, high-net-worth individuals, corporations, and other clients.
Truist Advisory Services, Inc.

303 PEACHTREE CENTER AVENUE,

ATLANTA, GA 30303

$61.37B

Assets Under Management

560

Total Clients

1,881

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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wrap fee product and financial profiling services using desktop software

Wrap fee product and financial profiling services using desktop software

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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Randy Stark’s Registration & Firm History

FL

04/15/2021 - Present

Truist Advisory Services, Inc. (FORT LAUDERDALE FL)

VA

11/22/2017 - 02/17/2021

BB&T SECURITIES, LLC (RICHMOND VA)

FL

06/08/2007 - 12/05/2017

WELLS FARGO CLEARING SERVICES, LLC (FORT LAUDERDALE FL)

FL

04/05/2002 - 06/18/2007

CITIGROUP GLOBAL MARKETS INC. (FORT LAUDERDALE FL)

NJ

01/13/1997 - 04/16/2002

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

NY

01/04/1993 - 01/15/1997

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

11/27/1990 - 01/15/1993

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NA

05/29/1990 - 12/03/1990

JESUP, JOSEPHTHAL & CO., INC.

NA

01/31/1990 - 05/29/1990

JOSEPHTHAL & CO., INCORPORATED

NA

11/23/1988 - 02/27/1990

J. T. MORAN & CO., INC.

NA

01/04/1988 - 12/13/1988

GREENTREE SECURITIES CORP.

NA

09/24/1985 - 02/03/1988

BROOKS WEINGER ROBBINS & LEEDS INC.

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Licenses & Designations

IA

Issued 04/23/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/24/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/30/1996

Series 31 - Futures Managed Funds Examination

BC

Issued 09/21/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Randy Lewis Stark. Review regulatory record here.
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