Thomas Stark
CRD Number: 1776447Current Firm: United Planners' Financial Services Of America A Limited Partner
Thomas Stark (CRD# 1776447) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 36 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Planners | Scottsdale, AZ | Dec 2023 - Current | < 1 |
| Securities America, Inc. | Wichita, KS | Sep 2020 - Current | 3 |
| Securities America Advisors | Wichita, KS | Sep 2020 - Current | 3 |
| Ifs Advisors Dba Insight Financial Services | Overland Park, KS | Oct 2017 - Current | 6 |
| Thomas R Stark | Wichita, KS | Feb 1987 - Current | 37 |
| Securities Service Network | Wichita, KS | Oct 2017 - Sep 2020 | 2 |
| National Planning Corporation | Wichita, KS | Oct 2006 - Oct 2017 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1988 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- KS
- TX
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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