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CFP
RS
CFP

Robert Stark

Cambridge Investment Research Advisors, INC.
42 Years of Experience
Brandon, FL
Broker
View SEC Summary
View SEC Summary

Robert Stark is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Brandon, FL, with 42 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.

Cambridge Investment Research Advisors, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3940 advisors
Number of Clients
361,213 clients
Average Client Portfolio
$384K average
Assets Under Management
$138.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

138 North Moon Ave., Ste. A, Brandon, FL, 33510

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Robert is an owner/partner of One Stop Financial, spending minimal time there. He is also an advisory representative of a RIA (CIRA), dedicating full-time hours, and the president/owner of Pioneer Financial Associates Inc, also dedicating full-time hours.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
July 2022 - Present · 4 yrs 3 mos
Cambridge Investment Research Advisors, INC.
July 2022 - Present · 4 yrs 3 mos
Previous Registrations
Royal Alliance Associates, INC.Broker
November 2018 - July 2022 · 3 yrs 8 mos
Royal Alliance Associates, INC.
November 2018 - July 2022 · 3 yrs 8 mos
Signator Investors, INC.
May 2016 - November 2018 · 2 yrs 6 mos
Signator Investors, INC.Broker
May 2016 - November 2018 · 2 yrs 6 mos
Transamerica Financial Advisors, INC.
November 2009 - May 2016 · 6 yrs 6 mos
Transamerica Financial Advisors, INCBroker
November 2009 - May 2016 · 6 yrs 6 mos
LPL Financial Corporation
April 2002 - November 2009 · 7 yrs 7 mos
LPL Financial CorporationBroker
April 2002 - November 2009 · 7 yrs 7 mos
Intersecurities, INC.Broker
April 1991 - April 2002 · 11 yrs
Pw Securities, INC.Broker
August 1984 - April 1991 · 6 yrs 8 mos
State Registrations33 states
ALARAZCACODCDEFLGAILINMAMDMEMINCNDNENHNJNYOHORPARISCTNTXVAWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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