Stearns Financial Group

Stearns Financial Group (CRD# 106298) is a financial advisory firm headquartered in Greensboro, NC. They manage $802,162,784 in 1,815 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    802
    MILLION
  • Total Number of Accounts
    1,815
    ACCOUNTS
  • Average Account Value
    $441,963
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, GA, LA, NC, NY, PA, SC, TX, VA

Financial Advisors at Stearns Financial Group
Showing 1 - 9 of 9 top financial advisors.
1
James G. Joyce Jr.
CRD#: 4692146
324 W Wendover Avenue, Suite 204, Greensboro, NC 27408
96
Wealthminder
score

James Joyce Jr. (CRD# 4692146) is an Investment Advisor Representative working at Stearns Financial Group in Greensboro, NC and has over 13 years of experience in the finance industry. James Joyce Jr. has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Myron J. McKee
CRD#: 2560752
324 W Wendover Avenue, Suite 204, Greensboro, NC 27408
96
Wealthminder
score

Myron McKee (CRD# 2560752) is an Investment Advisor Representative working at Stearns Financial Group in Greensboro, NC and has over 22 years of experience in the finance industry. Myron McKee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Sherry B. McKinney
CRD#: 4770892
324 W Wendover Avenue, Suite 204, Greensboro, NC 27408
96
Wealthminder
score

Sherry McKinney (CRD# 4770892) is an Investment Advisor Representative working at Stearns Financial Group in Greensboro, NC and has over 12 years of experience in the finance industry. Sherry McKinney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Phillip E. Williams
CRD#: 5217196
324 W Wendover Avenue, Suite 204, Greensboro, NC 27408
96
Wealthminder
score

Phillip Williams (CRD# 5217196) is an Investment Advisor Representative working at Stearns Financial Group in Greensboro, NC and has over 9 years of experience in the finance industry.

5
Andrew R. Clark
CRD#: 6653152
324 W Wendover Avenue, Suite 204, Greensboro, NC 27408
90
Wealthminder
score

Andrew Clark (CRD# 6653152) is an Investment Advisor Representative working at Stearns Financial Group in Greensboro, NC and has 1 year of experience in the finance industry. Andrew Clark has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Tara H. Maxwell
CRD#: 5538577
324 W Wendover Avenue, Suite 204, Greensboro, NC 27408
90
Wealthminder
score

Tara Maxwell (CRD# 5538577) is an Investment Advisor Representative working at Stearns Financial Group in Greensboro, NC and has 1 year of experience in the finance industry. Tara Maxwell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Haleh Moddasser
CRD#: 6033749
1450 Raleigh Road, Suite 105, Chapel Hill, NC 27517
90
Wealthminder
score

Haleh Moddasser (CRD# 6033749) is an Investment Advisor Representative working at Stearns Financial Group in Chapel Hill, NC and has over 4 years of experience in the finance industry.

8
Pamela Stearns
CRD#: 5656401
324 W Wendover Avenue, Suite 204, Greensboro, NC 27408
90
Wealthminder
score

Pamela Stearns (CRD# 5656401) is an Investment Advisor Representative working at Stearns Financial Group in Greensboro, NC and has over 5 years of experience in the finance industry.

9
John M. Thomas
CRD#: 6104410
324 W Wendover Avenue, Suite 204, Greensboro, NC 27408
90
Wealthminder
score

John Thomas (CRD# 6104410) is an Investment Advisor Representative working at Stearns Financial Group in Greensboro, NC and has 1 year of experience in the finance industry. John Thomas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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