Sterling Investment Advisors,llc
Sterling Investment Advisors,llc (CRD# 117287) is a financial advisory firm headquartered in Bolivar, MO. They manage $180,157,026 in 272 accounts and serve the financial needs of clients across 2 states (or territories).
-
Total Assets Under Management180MILLION
-
Total Number of Accounts272ACCOUNTS
-
Average Account Value$662,342
- 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
MO, TX
James Jones (CRD# 1761488) is an Investment Advisor Representative working at Sterling Investment Advisors,llc in Bolivar, MO and has over 36 years of experience in the finance industry.
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.
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.