Joshua Stark, financial advisor Fairfax VA
83 score

Joshua Stark

CRD Number: 4443816
Current Firm: Integrated Wealth Concepts LLC

Joshua Stark (CRD# 4443816) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Fairfax, VA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Integrated Wealth Concepts LLC Fairfax, VA Oct 2016 - Current 1
Lpl Financial LLC Fairfax, VA Oct 2016 - Current 1
Lincoln Financial Advisors Fairfax, VA Nov 2013 - Oct 2016 2
American Express Financial Advisors Vienna, VA Apr 2002 - Nov 2013 11
Ids Life Insurance Company Vienna, VA Apr 2002 - Nov 2013 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Joshua R. Stark
Phone Number: (781) 890-3045
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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