Lpl Financial LLC
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About this Advisor
Geoffrey Stark is a financial advisor based out of Port Orchard, Washington with 1 year of relevant experience. Stark works at Lpl Financial LLC. During their career, Stark has held roles at Cuna Brokerage Services, Inc and Lpl Financial LLC. Stark holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to advise clients in Washington. Lpl Financial LLC is a registered investment company operating out of Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 advisors. It controls $368 billion in total assets across its 1,688,501 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 3,425 charities and foundations. Of its 1,688,501 customer accounts, 31% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fees typically depend on the financial services offered. However, fee types billed by Lpl Financial LLC can consist of some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
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Lpl Financial LLC Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Geoffrey Stark Work History
Geoffrey has been registered as a financial advisor for 1 years.*
Lpl Financial LLC
Cuna Brokerage Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Geoffrey Stark to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Arlington Heights, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact email@example.com.
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