Sterling Investment Management, Inc.
Sterling Investment Management, Inc. (CRD# 117285) is a financial advisory firm headquartered in Beaverton, OR. They manage $23,624,658 in 77 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management24MILLION
Total Number of Accounts77ACCOUNTS
Average Account Value$306,814
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Alan Nelson (CRD# 4485576) is an Investment Advisor Representative working at Sterling Investment Management, Inc. in Beaverton, OR and has 1 year of experience in the finance industry. Alan Nelson 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.