LPL Financial
44yrs
Top 1% by experience in New Jersey
48yrs
Josef Albert Stark
Financial advisor at LPL Financial
At a glance
Experience48 years (since 1979)
How that compares ?Top advisor by experience nationwide
OfficeGladstone, NJ
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2023 – nowLPL Financial LLCCurrent firm
- 2011 – 2023Wells Fargo Clearing Services, LLCPreviously
- 2004 – 2011Merrill Lynch, Pierce, Fenner & Smith IncorporatedPreviously
Questions to ask Josef
Tailored to Josef’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Josef
How do I contact Josef?
Call LPL Financial at 704-733-3300 and ask for Josef Albert Stark. Josef works from the Gladstone, NJ office.
How long has Josef been a financial advisor?
Josef has been in the industry since 1979, about 48 years. Top advisor by experience nationwide.
What licenses does Josef hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Josef a fiduciary?
Josef is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Josef paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Josef for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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