Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert James Stark is a financial advisor with over 20 years of experience in the industry. Currently, Robert is registered with Columbia Management Investment Advisers, LLC in Tampa, Florida. Previously, Robert worked with firms including COLUMBIA MANAGEMENT DISTRIBUTORS, INC., BANC OF AMERICA INVESTMENT SERVICES, INC., BACAP DISTRIBUTORS, LLC, STEPHENS INC. and THE LINCOLN NATIONAL LIFE INSURANCE COMPANY. Robert has a wide range of specializations, including investment advisory services, asset allocation and portfolio management.
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.
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.
Strategic management for diversified investment portfolios.
Asset liability management, credit analysis & asset allocation svcs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
09/06/2013 - Present
Columbia Management Investment Advisers, LLC (Tampa FL)
MA
08/18/2005 - 05/01/2010
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
05/21/2004 - 08/19/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NC
01/01/2003 - 05/21/2004
BACAP DISTRIBUTORS, LLC (CHARLOTTE NC)
AR
05/17/2002 - 01/01/2003
STEPHENS INC. (LITTLE ROCK AR)
IN
10/04/2001 - 05/02/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/04/2001 - 05/02/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 03/13/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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