R.M. Stark & Co., Inc.

Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners

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Today: 12:30 pm - 5:00 pm

29 Years

in Business

(704) 341-2100Call Visit WebsiteVisit Website Map & DirectionsDirections10042 Park Cedar Dr Ste ACharlotte, NC 28210 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:30 am - 9:00 pm
Sat:	12:30 pm - 5:00 pm

Places Near Charlotte with Investment Advisory Service

Pineville (3 miles)
Fort Mill (12 miles)
Matthews (13 miles)

More Info

Extra Phones

Fax: (704) 341-2118

TollFree: (888) 331-4545

Phone: (704) 341-2118

Other Link

https://rmstark.com

Categories

Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

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Details

Phone: (704) 341-2100

Address: 10042 Park Cedar Dr Ste A, Charlotte, NC 28210

Website: https://rmstark.com

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R.M. Stark & Co., Inc.

Roth IRA
Take advantage of products such as Individual and Joint accounts, Traditional IRA, Roth IRA, SEP, SIMPLE, 401(k) profit sharing, Custodial 529 plan, 403b, Corporate and Trust accounts.

Mutual Funds
We offer nondiscretionary brokerage services to retail investors. We can provide advice as to whether you should Buy, Hold, or Sell specific securities including equities, exchange traded funds, mutual funds, fixed income, options, unit investment trusts, fixed annuities, variable annuities, and options. We also offer life insurance. We can complete a transaction by purchasing or selling securities on your behalf. We offer various types of accounts including Individual, Corporate, Custodial, Partnership, Retirement, Estate and Trust. We also provide various types of accounts including Cash and Margin. Account statements will be provided to you in paper or electronically. We do not hold securities or cash. These services are provided by Pershing LLC, various mutual funds, and insurance companies. While we may, we have no obligation to monitor your securities on an on- going basis and the ultimate authority regarding any transaction within your account is yours. For additional information, please see
Wealth Management
Including Annuity Solutions, Cash Management, Education and Health Savings, Fund Solutions, Lending Solutions, Managed Investments, Philanthropic Solutions, Portfolio Performance, Retirement Solutions, Trust Solutions, and Trading Services.

Accounting Services

Annuities
Transaction-based fees. With transaction-based fees you will pay us a fee every time you buy or sell an investment. This fee, commonly referred to as a commission, is based on the specific transaction and not the value of the account. This fee may be either a separate commission or might be part of the price you pay for the investment (called a " mark-up " or " mark-down "). With mutual funds, this fee (typically called a "load") reduces the value of your investment. Some investments (such as mutual funds and variable annuities) impose additional fees that will reduce the value of your investment over time. Also, with certain investments, such as variable annuities, you may have to pay fees such as "surrender charges" to sell the investment. The amount you pay will depend, for example, on how much you buy or sell, what type of investment you buy or sell, and what kind of account you have with us. We charge additional fees, such as custodian fees, account maintenance fees and account inactivity fees. You will pay fees and costs whether you make or lose money on your investments. Fees and costs will reduce any amount of money you make on your investments over time. Please make sure you understand what fees and costs you are paying.
Asset Management

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