Sterling BrightmanCRD Number: 1780459
Current Firm: Axa Advisors, LLC
Sterling Brightman (CRD# 1780459) is an Investment Advisor Representative working at Axa Advisors, LLC in Yorktown, VA and has over 27 years of experience in the finance and insurance industry. I am extremely knowledgeable in Pension Distribution/Rollover Strategies and the Advanced Estate Planning. I conduct investment and financial planning seminars for local civic organizations and the military. I aIso conduct Continuing Education Credit seminars for local CPA’s and Attorney’s. I am well known among the Estate Planning Attorney’s in the area as a person very knowledgeable in Trust design and administration. I am licensed with many Life Insurance companies and feel very comfortalbe deciphering your insurance porfolio.
Pathway Financial Planning, Inc.
Joss Financial Group
Lincoln Financial Advisors Corporation
|Axa Advisors, LLC||New York, NY||Sep 1999 - Current||18|
|AXA Equitable Life Assurance Company||Yorktown, VA||Oct 1987 - Sep 1999||11|
|US Army||Williamsburg, VA||Sep 1980 - Aug 1987||6|
|Exam Code||Name||Passed Date|
|S6||Investment Company and Variable Contracts Products Representative Examination (IR)||Oct 1987|
|S63||Uniform Securities State Law Examination||Apr 1991|
|S65||NASAA Investment Advisors Law Examination||May 1992|
|S7||General Securities Representative Examination (GS)||May 1998|
Total Assets Under Management14,539MILLIONS
Total Number of Accounts49,556ACCOUNTS
Average Account Value$293,380
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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