JAMES B. STARK
Jim has over 35 years of experience in the financial industry including 15 years as a Chartered Life Underwriter (CLU®). Jim holds FINRA Series 6 with PKS Investments and Series 66 registrations in 6 states currently held with both PKS Investments and Insight Private Advisors, and is also licensed to sell insurance in NJ, FL, PA, MD, NC, CA, and NY. He was previously employed with John Hancock and Lincoln Financial. This is Jim’s mission statement: “I build successful, long-term client relationships based on trust, open communication and integrity. My clients work with me because I give them confidence about their finances and help them make the best use of their financial, business, and human capital in the pursuit of their life’s passions.”
Jim is currently a trustee of the Swartswood Lakes and Watershed Association and in past years has served as President and Secretary. He also serves at the Evangelical Free Church of Blairstown as the Chairman of the deaconry, choir member and a Sound Technician. In past years, he has served as Church Chairman, Trustee, Boys Brigade Leader, Sunday school teacher and Worship Team member. For 24 years he served as the Chief Fiscal Officer for the Children's Wish Fulfillment Foundation in Dahlonega, GA.
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and INSIGHT PRIVATE ADVISORS LLC are not affiliated companies.
BUSINESS CONTINUITY PLAN
Investments through PKS or RIA are: NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
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