Tara
Parson
Sterling Investment Advisors,LLC
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About this Advisor
Tara Parson is a financial advisor based in Bolivar, Missouri, working with Sterling Investment Advisors, LLC. Tara has previously held positions at Southwest Baptist University, Self, and Sterling Investment Advisors, LLC. Tara has passed the Series 65 regulatory exam and is registered to provide services in Missouri and Texas. Currently, Tara is part of Sterling Investment Advisors, LLC, which operates out of Bolivar, Missouri. The firm has 6 employees and manages assets totaling $180.2 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Sterling Investment Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sterling Investment Advisors,LLC Brokerage Details
$180,157,026
6
272
$662,342
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Tara Parson Work History
Sterling Investment Adivsors, LLC
Self
Southwest Baptist University
Southwest Baptist University
Disclosures
Please visit the SEC profile of Tara Parson 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 Advisors,LLC
Bolivar, MO
Bolivar, MO
Bolivar, MO
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