Troy Bethards, financial advisor Bolivar MO

Troy Bethards

CRD Number: 2415862
Current Firm: Sterling Investment Advisors,llc

Troy Bethards (CRD# 2415862) is an Investment Advisor Representative working at Sterling Investment Advisors,llc in Bolivar, MO and has 1 year of experience in the finance industry.

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Securities America Advisors, Inc.
Company Name Location Dates Years
Southwest Baptist University Bolivar, MO Aug 2000 - Current 21
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2019
Contact Info for Troy D. Bethards
Phone Number: 417-777-7677
Registered State(s):
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    168
    MILLIONS
  • Total Number of Accounts
    263
    ACCOUNTS
  • Average Account Value
    $638,819
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

MO, TX

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