Robert Mark Star
Professional Summary
Robert Mark Star, who also goes by Robert M Star, is a registered financial advisor currently at IBN ADVISORY SERVICES, INC. located in Bluffton, South Carolina and IBN FINANCIAL SERVICES, INC. located in Bluffton, South Carolina. Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Robert has worked at 13 firms and has passed the Series 66, Series 65, Series 63, Series 57TO,...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Robert M Star
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
27 years in the financial services industry
Current & Past Employments
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Current Firm
IBN ADVISORY SERVICES, INC. | IBN FINANCIAL SERVICES, INC.
Contact Information
Main Address
404 Old Liverpool Rd., Liverpool, NY 13088Mailing Address
Po Box 2365, Liverpool, NY 13089Phone Number
(315) 652-4426# of Employees
8SEC notice filing (18 States and Territories)
Registered to provide investment advisory services in 18 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
210AUM (Assets Under Management)
$69,811,000Similar Advisors
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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.
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Primary Firm SEC Registration
IBN ADVISORY SERVICES, INC. | IBN FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
(2/10/2017)
(12/18/2020)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Mar 2001SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Robert Mark Star's CRS (Customer Relationship Summary).
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