Sterling Investment Advisors,llc

Sterling Investment Advisors,llc (CRD# 117287) is a financial advisory firm headquartered in Bolivar, MO. They manage $159,779,557 in 266 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    160
    MILLION
  • Total Number of Accounts
    266
    ACCOUNTS
  • Average Account Value
    $600,675
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
The map below shows states where this firm has explicit registration only.

MO, TX

Financial Advisors at Sterling Investment Advisors,llc
Showing 1 - 3 of 3 top financial advisors.
1
James G. Jones
CRD#: 1761488
2000 S. Springfield, Suite A, Bolivar, MO 65613

James Jones (CRD# 1761488) is an Investment Advisor Representative working at Sterling Investment Advisors,llc in Bolivar, MO and has over 35 years of experience in the finance industry.

2
Troy D. Bethards
CRD#: 2415862
2095 S. Boston Place, Bolivar, MO 65613

Troy Bethards (CRD# 2415862) is an Investment Advisor Representative working at Sterling Investment Advisors,llc in Bolivar, MO and has over 4 years of experience in the finance industry.

3
Tara E. Parson
CRD#: 7661845
2095 S. Boston Place, Bolivar, MO 65613

Tara Parson (CRD# 7661845) 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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