Sean Stark, financial advisor Westerville OH

Sean Stark

CRD Number: 4230971
Current Firm: Lpl Financial LLC

Sean Stark (CRD# 4230971) is an Investment Advisor Representative working at Lpl Financial LLC in Westerville, OH and has over 19 years of experience in the finance industry.

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Lpl Financial LLC
Company Name Location Dates Years
Lpl Financial LLC Westerville, OH Nov 2021 - Current 2
Stark Financial Group Sunbury, OH Apr 2016 - Current 8
Magellan Financial Topeka, Ks 66614, KS Jan 2019 - Nov 2021 2
Gwn Securities, Inc. Palm Beach Gardens, FL Nov 2017 - Nov 2021 4
Ameritas Investment Corp. Lincoln, NE Jun 2017 - Nov 2017 < 1
Capital Choice Financial Services Sunbury, OH May 2017 - Nov 2017 < 1
Capital Choice Investment Advisers, Inc. Greensboro, GA May 2016 - Jun 2017 1
Ccf Investments Greensboro, GA Jun 2014 - Jun 2017 3
Pfs Investments Inc. Worthington, OH Jul 2000 - Jun 2014 13
Primerica Financial Services Worthington, OH Apr 2000 - Jun 2014 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2004
S65 NASAA Investment Advisors Law Examination Mar 2011
Contact Info for Sean A. Stark
Phone Number: 704-733-3300
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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