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Russell A. Stark
Russell A. Stark
First Vice President - Wealth Management
500 Pointe Drive
Building Ten, Suite 400
Brea, CA 92821
tel: 714-674-4118
toll free: 800-794-7682
fax: 714-529-4272
Email Me
Welcome Education Associations Honors Experience
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.
Education and Licensing
  • Investment Advisory Agent, 1985
  • Variable Annuity, Life & Disability Insurance
  • Bachelor of Science Degree, 1984
    Montana State University
Associations
  • John Hancock Advisory Council
  • Chino Hills Lyons Club
    Chino Hills, CA
Honors and Recognitions
  • Century Council Award
    Excellence in Client Services
Business Experience
  • 2000 - Present: Morgan Stanley Smith Barney*
    First Vice President - Wealth Management
    Brea, CA
  • 1997 - 2000: UBS PaineWebber, Inc.
    Vice President - Wealth Management
    Brea, CA
  • 1987 - 1997: Crowell, Weedon & Co
    Financial Advisor/Partner
    West Covina, CA
Bulletin Board
  • Please see My Viewpoint on the left for a copy of my latest Newsletter.
  • A change in employers can be an ideal time to decide what you want to do with your accumulated retirement funds. Whether it’s rolling over to an IRA or leaving the funds in your former employer’s 401(k) plan, we can help you make informed decisions. We know your wealth needs to work hard for you.
Russell A. Stark is licensed in the following state(s): AZ, CA, CO, FL, GA, MI, MN, MT, NC, NV, OR, TN, TX, WA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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