Berkeley
Harrison
Sterling Financial Group, Inc
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About this Advisor
Berkeley Harrison is a chartered financial analyst working in Pasadena, California with 2 years of relevant experience. Harrison is on the advisory team at Sterling Financial Group, Inc. During their career, the advisor has held roles at Citibank, N.A. / Citigroup Global Markets Inc, Comerica Bank, Sterling Financial Group and Lpl Financial LLC. Harrison maintains a Series 63 license, certifying them as a securities representative, and is registered to work in California. Sterling Financial Group, Inc is a financial advisory company operating out of Pasadena, CA. It oversees $272 million in assets under management across its 516 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm provides financial advice to two charitable organizations. Of its 516 client accounts, 39% are associated with high-net-worth clients who have more than $1 million in investable assets. Sterling Financial Group, Inc provides a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management typically vary depending on which services the firm provides the client. However, fee types billed by Sterling Financial Group, Inc likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sterling Financial Group, Inc Brokerage Details
$272,209,211
6
516
$527,537
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Berkeley Harrison Work History
Berkeley has been registered as a financial advisor for 2 years.*
Sterling Financial Group
Lpl Financial LLC
Citibank, N.A. / Citigroup Global Markets Inc
Comerica Bank
*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 Berkeley Harrison 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 Financial Group, Inc
Pasadena, CA
Pasadena, CA
Pasadena, CA
Pasadena, CA
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