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Robert Starr

5 Years of Experience
Tampa, FL

Robert Starr is a registered investment advisor at Interest Financial, LLC, based in Tampa, FL, with 5 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 67,325 clients.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
67,325 clients
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

Interest Financial charges a total Subscription Fee of $5 per month or $60 annually for use of the Grifin Platform and its suite of services. This fee includes both a Platform Fee and an Advisory Fee for users who choose to become clients and use the advisory services. The Advisory Fee covers both the fee for advisory services and the Broker’s transaction costs.

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Location

802 E. Whiting St., Tampa, FL, 33602

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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 the President, Treasurer, and COO of Interest Investments, Inc., a holding company for the development of investment applications, since 2017. This activity takes about half of Robert's time, including time during trading hours.

Employment History
Current Registrations
Interest Financial, LLC
November 2020 - Present · 5 yrs 6 mos
State Registrations1 state
TX
Advisor

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.
Robert Starr - Financial Advisor | TrueAdvisor