CS
CS

Collin Stark

2 Years of Experience
Walnut Creek, CA
Broker

Collin Stark is a registered investment advisor at RBC Capital Markets, LLC, based in Walnut Creek, CA, with 2 years of industry experience. Collin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3777 advisors
IM Fee
Planning only
Assets Under Management
$310.4B

Fee Structure

RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.

One-Time Plan:$1,000 - $20,000
Loading...

Location

1331 North California Blvd., Suite 650, Walnut Creek, CA, 94596

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
RBC Capital Markets, LLC
October 2024 - Present · 1 yr 7 mos
RBC Capital Markets, LLCBroker
May 2024 - Present · 2 yrs
RBC Capital Markets, LLC
May 2024 - Present · 2 yrs
Previous Registrations
Fidelity Brokerage Services LLCBroker
July 2023 - March 2024 · 8 mos
State Registrations48 states
AKALARAZCACOCTDCDEFLGAHIIAIDILKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAWAWIWY
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.
Collin Stark - Financial Advisor | TrueAdvisor