Sterling Searcy (CRD# 6968364) is an Investment Advisor Representative working at Cps Investment Advisors in Lakeland, FL and has over 6 years of experience in the finance industry.
CRD# 5383309
Truist Advisory Services, Inc.
CRD# 2800204
Lpl Financial LLC
CRD# 5963139
J.p. Morgan Securities LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Cps Group Cpa's Pa | Lakeland, FL | May 2018 - Current | 6 |
Searcy Tax LLC | Lakeland, FL | Dec 2017 - May 2018 | < 1 |
Kaba Consulting | Clermont, FL | Nov 2017 - Dec 2017 | < 1 |
Jpc International Tax Advisors | Sarasota, FL | Feb 2016 - Nov 2017 | 1 |
Arithmetech Inc. | Lakeland, FL | Sep 2015 - Feb 2016 | < 1 |
Pressure Pro Inc. | Fort Pierce, FL | Jul 2012 - Aug 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2017 |
- FL
-
Total Assets Under Management2,353MILLIONS
-
Total Number of Accounts7,120ACCOUNTS
-
Average Account Value$330,538
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KY, MD, MI, MN, MO, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI
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