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).

Current Firm Details
2095 S. Boston Place, Bolivar, MO 65613
By the Numbers
  • Total Assets Under Management
    180
    MILLION
  • Total Number of Accounts
    272
    ACCOUNTS
  • Average Account Value
    $662,342
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 Jones, financial advisor Bolivar MO
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 36 years of experience in the finance industry.

2
Troy Bethards, financial advisor Bolivar MO
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 Parson, financial advisor Bolivar MO
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals