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RS

Robert P. Starnes

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CRD#: 2588595
RS

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Paul Starnes was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1996. Robert had worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7, Series 24, Series 10 and Series 9 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

July 21, 2020 - April 7, 2021

PERSONAL CAPITAL ADVISORS CORPORATION

RIA
CRD#: 155172
Denver, CO
Past

February 3, 2017 - November 25, 2019

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Lone Tree, CO
Past

February 3, 2017 - November 25, 2019

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Lone Tree, CO
Past

January 12, 2017 - January 18, 2017

SIGNATOR INVESTORS, INC.

RIA
CRD#: 468
BOSTON, MA
Past

November 30, 2016 - December 31, 2016

SIGNATOR INVESTORS, INC.

RIA
CRD#: 468
BOSTON, MA
Past

May 13, 2016 - January 18, 2017

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA
Past

June 10, 2010 - May 13, 2016

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
DENVER, CO
Past

September 1, 2005 - June 10, 2010

TRANSAMERICA CAPITAL, LLC

BD
CRD#: 8217
DENVER, CO
Past

February 18, 2005 - June 4, 2007

AFSG SECURITIES CORPORATION

BD
CRD#: 18374
CEDAR RAPIDS, IA
Past

June 28, 2004 - January 26, 2005

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
NEW YORK, NY
Past

March 6, 2002 - July 29, 2002

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

June 3, 1997 - December 3, 2001

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

April 17, 1996 - May 12, 1997

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 11/21/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/10/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 2/5/2018
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 4/16/1996
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/7/2005
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 10
Date: 9/18/1999
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 9/4/1999
General Securities Sales Supervisor - Options Module Examination

Current Firm

PC
PERSONAL CAPITAL ADVISORS CORPORATION
PERSONAL CAPITAL ADVISORS CORPORATION | SAFECORP ADVISORS CORPORATION

CRD#: 155172 / SEC#: 801-72613

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Contact information

Main Address
8515 East Orchard Road, Greenwood Village, CO 80111
Mailing Address
Phone number
(855) 855-8005
Established
Firm type
Fiscal year end
# of Employees
367

Documents

Latest Form ADV

Part 2 Brochures

PERSONAL CAPITAL ADVISORS CORPORATION FORM ADV 2A 02.15.2023 (2/15/2023)

Regulatory assets under management

Total Number of Accounts104,861
AUM (Assets Under Management)$ 23,087,723,467

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PERSONAL CAPITAL ADVISORS CORPORATION

CRD#: 155172

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