Sterling
Searcy
Cps Investment Advisors
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About this Advisor
Sterling Searcy is a financial advisor based in Lakeland, Florida who has 5 years of industry experience. Searcy currently works for Cps Investment Advisors. Searcy has gained experience at Cps Group Cpa'S Pa, Searcy Tax LLC, Kaba Consulting, Jpc International Tax Advisors, Arithmetech Inc and Pressure Pro Inc. Searcy has a Series 65 license, qualifying them as an investment advisor representative, and is registered to operate in Florida. Cps Investment Advisors is a registered investment company that has its headquarters in Lakeland, FL. It oversees $2 billion in assets between its 7,080 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advice to 24 charitable organizations. Of its 7,080 customer accounts, 19% are held by high-net-worth clients who have greater than $1 million in assets. Cps Investment Advisors performs a few services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. A financial advisor's fee schedules are based on which services the firm provides the client. However, fee types billed by Cps Investment Advisors may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cps Investment Advisors Brokerage Details
$1,988,218,796
21
7,080
$280,822
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Sterling Searcy Work History
Sterling has been registered as a financial advisor for 5 years.*
Cps Group Cpa'S Pa
Searcy Tax LLC
Kaba Consulting
Jpc International Tax Advisors
Arithmetech Inc
Pressure Pro 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 Sterling Searcy 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 Cps Investment Advisors
Lakeland, FL
Lakeland, FL
Lakeland, FL
Lakeland, FL
Lakeland, FL
Lakeland, FL
Lakeland, FL
Lakeland, FL
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