Troy
Bethards
Sterling Investment Advisors,LLC
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About this Advisor
Troy Bethards is a financial advisor based in Bolivar, Missouri, working with Sterling Investment Advisors, LLC. Troy has previously held a position at Southwest Baptist University. Troy has passed the Series 65 regulatory exam and is registered to provide services in Missouri and Texas. Currently, Troy 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.
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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
Troy Bethards Work History
Southwest Baptist University
Disclosures
Please visit the SEC profile of Troy Bethards 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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