Terry Sterling, financial advisor Pittsburgh PA
93 score

Terry Sterling

CRD Number: 5988608
Current Firm: Primerica Advisors

Terry Sterling (CRD# 5988608) is an Investment Advisor Representative working at Primerica Advisors in Pittsburgh, PA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Seminole, FL Nov 2011 - Current 6
Primerica Financial Services Seminole, FL Jul 2011 - Current 6
The Balanced Scorecard Institute Cary, NC Jul 2010 - Current 7
Sterling Consulting Group Seminole, FL Jan 2006 - Current 12
Commission On Law Enforcement Accreditation Gainesville, VA Mar 2007 - Dec 2012 5
Pinellas County Sheriff Largo, FL Dec 1986 - Dec 2012 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2012
S65 NASAA Investment Advisors Law Examination Jul 2013
Contact Info for Terry W. Sterling
Phone Number: 800-544-5445
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    446
    MILLIONS
  • Total Number of Accounts
    3,814
    ACCOUNTS
  • Average Account Value
    $116,938
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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