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Robert Stark

Allworth Financial, LP

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About Robert Stark

Robert Stark is a financial advisor with over 10 years of experience in the financial services industry. Robert is currently registered with Allworth Financial, LP and has been actively involved in the firm since 2023. Previously, Robert worked at Cetera Advisor Networks LLC, and Charles Schwab & Co., Inc. Robert holds a Series 66, Series 10, Series 9, Series 7, and SIE licenses.

Firm Information

Robert Stark is currently registered with Allworth Financial, LP. Allworth Financial, LP is an investment advisory firm based in Folsom, CA. The firm offers a range of financial planning and portfolio management services to individuals, businesses, and retirement plans. Allworth Financial, LP manages over $19 billion in assets for clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations.
Allworth Financial, LP

340 PALLADIO PKWY.

FOLSOM, CA 95630

$19.31B

Assets Under Management

Not reported

Total Clients

231

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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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Robert Stark’s Registration & Firm History

OH

10/17/2023 - Present

Allworth Financial, LP (Copley OH)

OH

10/23/2018 - 03/31/2022

CETERA ADVISOR NETWORKS LLC (AKRON OH)

OH

10/26/2011 - 04/04/2016

CHARLES SCHWAB & CO., INC. (RICHFIELD OH)

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Licenses & Designations

BOTH

Issued 03/08/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/09/2014

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 09/26/2013

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 04/04/2016

SIE - Securities Industry Essentials Examination

BC

Issued 10/25/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Stark.
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