John
Payne
Sterling Investment Management, LLC
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About this Advisor
John Payne is a chartered financial analyst operating out of Tucson, Arizona with 11 years of industry experience. Payne works at Sterling Investment Management, LLC. They have spent the entirety of their time as a financial advisor at Sterling Investment Management, Llc. Payne holds a Series 65 license, certifying them as an investment advisor representative, and is able to serve investors in Arizona and Texas. Sterling Investment Management, LLC is a firm based out of Tucson, AZ. The firm has a total of eight employees. It administers $342 million in assets between its 420 accounts, placing it among the mid-sized firms in the country by assets under management. The firm serves nine charitable organizations. Of its 420 customer accounts, 46% are held by high-net-worth individuals who have more than $1 million in investable assets. The firm performs a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules typically are based on which service is offered. However, fee types billed by Sterling Investment Management, LLC most likely include some combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sterling Investment Management, LLC Brokerage Details
$341,521,932
8
420
$813,147
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
John Payne Work History
John has been registered as a financial advisor for 11 years.*
Sterling Investment Management, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Payne to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sterling Investment Management, LLC
Tucson, AZ
Tucson, AZ
Tucson, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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