Sterling Investment Advisors,llc

Sterling Investment Advisors,llc (CRD# 117287) is a financial advisory firm headquartered in Bolivar, MO. They manage $149,854,926 in 257 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    150
    MILLION
  • Total Number of Accounts
    257
    ACCOUNTS
  • Average Account Value
    $583,093
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
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.

MO, TX

Financial Advisors at Sterling Investment Advisors,llc
Showing 1 - 2 of 2 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 32 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 1 year of experience in the finance industry.

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