GS
CFP
GS
CFP

Gregory Stark

30 Years of Experience
Scottsdale, AZ
Broker

Gregory Stark is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Scottsdale, AZ, with 30 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

8669 E San Alberto, Ste 100, Scottsdale, AZ, 85258

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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

Gregory owns rental real estate, dedicating minimal time to it. He also works as an independent contractor for Crux Wealth Advisors, providing financial advice, taking about half of his time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
May 2016 - Present · 10 yrs 2 mos
Raymond James Financial Services, INC.Broker
April 2016 - Present · 10 yrs 3 mos
Raymond James Financial Services, INC.
April 2016 - Present · 10 yrs 3 mos
Previous Registrations
Jackson Roskelley Wealth Advisors, INC.
June 2008 - May 2020 · 11 yrs 11 mos
Cambridge Investment Research Advisors, INC.
May 2008 - April 2016 · 7 yrs 11 mos
Cambridge Investment Research, INC.Broker
May 2008 - April 2016 · 7 yrs 11 mos
Bancwest Investment Services, INC.
June 2006 - May 2008 · 1 yr 11 mos
Bancwest Investment Services, INC.Broker
May 2006 - May 2008 · 2 yrs
Primevest Financial Services, INC.
May 2002 - May 2006 · 4 yrs
Primevest Financial Services, INC.Broker
January 2001 - May 2006 · 5 yrs 4 mos
Pruco Securities CorporationBroker
May 1992 - May 1997 · 5 yrs
State Registrations15 states
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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.