| Advisor Profile |
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| Name: |
Jim Stark |
| Phone Number: |
(503) 575-9692 |
| Website: |
Visit Website
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Business Description |
I offer a wide variety of financial products to my clients including Independent Financial Planning and Wealth Management services. I have achieved the level of First Vice President - Investments through consistent effort, trust, and a reputation for outstanding client service and portfolio wealth management. I've built a solid client base and have expanded my business through referrals from satisfied investors, businesses and other financial professionals.
Jim has demonstrated a strong commitment to business development and portfolio design and construction by successfully completing the Masters Portfolio Management Conference and is on path to achieve Senior Investment Management Consultant.
Mr. Stark serves the financial needs of his local, national & International clients through the Wells Fargo Advisors office in Portland, Oregon. He has lived in Oregon since 1979 with his wife and family and owned a successful business in Salem for 10 years.
The first thing Jim does with clients is help them identify their short and long term financial goals. Then he develops a complete investment plan, with investments that are appropriate for their objectives and their own personal feelings about money and financial security. The best investment plan is both effective and comfortable. This allows Mr. Stark to earn the trust and support of his clients. |
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General Information |
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| Insurance License#: |
608645
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| Name of Broker/Dealer: |
Wells Fargo Advisors, LLC
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| Name of Custodial Firm: |
First Clearing, LLC
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| States Licensed in: |
AZ, CA, CO, FL, HI, ID, KS, MA, MI, NE, NH, NY, OR, PA, SC, TX, WA, WI
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| States Willing to do Business in: |
All States
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| Years of Experience in Financial Services: |
35
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| Number of Years with Current Firm: |
14
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| I work with the following types of clients: |
Businesses, Non-Profit Organizations, Individual Investors
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Education |
| Academic Background |
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| Bachelor of Arts degree - California State University, Long Beach |
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Services |
| Investment Types: |
Exchange Traded Funds (ETFs), Insurance, Bonds, Stocks, Annuities, Mutual Funds, Alternative Investments, Mortgages & Real Estate, Socially Responsible Investments (SRI)
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Master Portfolio Management
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| Securities Licenses: |
Series 63, Series 7, Series 65
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| Insurance and Annuity Licenses: |
Variable Life, Disability, Variable Annuity, Long Term Care, Life, Annuity
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| Non-Financial Organization Memberships: |
Former Board Member- Portland West Young Life
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Firm Information |
| Number of Advisors in Office: |
10 - 99 employees
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Compliance |
| Registered Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
$100,000
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| Compensation Methods: |
Based on Assets
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| Fee % Based on Assets: |
1%
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| Prepared By: |
Jim Stark |
Frequently Asked Questions |
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