IS
Ira J. Starr
IFC
Asheville, NC 28805
Some features on this profile are disabled
CRD#: 1366609
IS
Professional summary
Ira Joseph Starr, who also goes by Ira Joseph Bernstein, is a registered financial advisor currently at IFC located in Asheville, North Carolina.
Ira is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Ira has worked at 9 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ira Joseph Bernstein
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) Myth Free Financial, LLC. - Not investment related. Asheville, NC. Author, book sales/speaking/coaching. Managing Member. 12/2015. 84 hours per month of which 46 are during trading hours. A coaching/educational platform that addresses topics covered in the published book as well as actively promoting book sales and speaking engagements regarding the book's use and importance as it relates to many areas of life. (2) Ira Starr - Sole Proprietor - Not investment related. Asheville, NC. Insurance sales. Sole proprietor. 08/1985. 84 hours per month of which 46 are during trading hours. Writes life, fixed annuity, and health contracts for clients. (3) Wise Money Info, LLC - Investment related. Asheville, NC. DBA for investment activity. 02/2020. 72 hours per month of which 58 are during trading hours. This is a DBA for investment related activities with his current firm IFC and Insurance Marketing, Inc.
CRS (Client Relationship Summary) - RIA
Click below to view Ira Joseph Starr's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 28, 2020 - Present
IFC
Office #1: 1070 Tunnel Rd Suite 10-218, Asheville, NC 28805RIA
CRD#: 283976
Asheville, NC
Past
May 6, 2014 - December 7, 2018
PROSPERITY ECONOMICS PARTNERS, LLC
RIA
CRD#: 148122
FAIRVIEW, NC
Past
January 28, 2000 - September 8, 2000
NYLIFE SECURITIES LLC
BD
CRD#: 5167
NEW YORK, NY
Past
November 30, 1995 - February 18, 1999
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
DES MOINES, IA
Past
February 14, 1994 - December 6, 1995
BROOKLIGHT PLACE SECURITIES, INC.
BD
CRD#: 15764
FOUNTAIN HILLS, AZ
Past
October 30, 1992 - March 18, 1994
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
WINDSOR, CT
Past
December 3, 1990 - October 30, 1992
GROVE POINT INVESTMENTS, LLC
BD
CRD#: 1763
ROCKVILLE, MD
Past
January 19, 1990 - December 7, 1990
VERAVEST INVESTMENTS, INC.
BD
CRD#: 3960
WORCESTER, MA
Past
February 13, 1989 - January 24, 1990
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
WINDSOR, CT
Past
August 29, 1986 - March 7, 1989
VERAVEST INVESTMENTS, INC.
BD
CRD#: 3960
WORCESTER, MA
Past
July 26, 1985 - September 2, 1986
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IF
IFC
BEKKI HARPER FINANCIAL | WISE MONEY INFO | TRUE WEALTH GROUP | THE RETIREMENT GUARDIAN | SPECTRUM RETIREMENT SOLUTIONS | ROCKY MOUNTAIN FINANCIAL | INTEGRATED FINANCIAL CONCEPTS, INC. | IFC AND INSURANCE MARKETING, INC. | IFC
CRD#: 283976 / SEC#: 801-133751
RIA
Registered Investment Advisory firm - (6/26/2025 Approved)Arizona
Registered Investment Advisory firm - (7/2/2025 Terminated)California
Registered Investment Advisory firm - (8/1/2025 Terminated)Colorado
Registered Investment Advisory firm - (7/8/2025 Terminated)Florida
Registered Investment Advisory firm - (7/2/2025 Terminated)Illinois
Registered Investment Advisory firm - (7/2/2025 Terminated)Missouri
Registered Investment Advisory firm - (7/2/2025 Terminated)North Carolina
Registered Investment Advisory firm - (7/9/2025 Terminated)Texas
Registered Investment Advisory firm - (7/2/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
North Carolina(1/28/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
IF
IFC
BEKKI HARPER FINANCIAL | WISE MONEY INFO | TRUE WEALTH GROUP | THE RETIREMENT GUARDIAN | SPECTRUM RETIREMENT SOLUTIONS | ROCKY MOUNTAIN FINANCIAL | INTEGRATED FINANCIAL CONCEPTS, INC. | IFC AND INSURANCE MARKETING, INC. | IFC
CRD#: 283976 / SEC#: 801-133751
RIA
Registered Investment Advisory firm - (6/26/2025 Approved)Arizona
Registered Investment Advisory firm - (7/2/2025 Terminated)California
Registered Investment Advisory firm - (8/1/2025 Terminated)Colorado
Registered Investment Advisory firm - (7/8/2025 Terminated)Florida
Registered Investment Advisory firm - (7/2/2025 Terminated)Illinois
Registered Investment Advisory firm - (7/2/2025 Terminated)Missouri
Registered Investment Advisory firm - (7/2/2025 Terminated)North Carolina
Registered Investment Advisory firm - (7/9/2025 Terminated)Texas
Registered Investment Advisory firm - (7/2/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
102 El Dorado St., Auburn, CA 95603
Mailing Address
Phone number
(530) 886-8550
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (8 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 1,255 |
| AUM (Assets Under Management) | $ 110,292,865 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
IFC
CRD#: 283976Asheville, NC 28805TRUST BUT VERIFY
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