Sarah
Palmquist
Sterling Capital Management LLC
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About this Advisor
Sarah Palmquist is a financial advisor based in Knoxville, Tennessee, working with Sterling Capital Management LLC. Sarah has previously held positions at Bb&T Trust and Sterling Capital Management LLC. Sarah has passed the Series 65 regulatory exam and is registered to provide services in North Carolina, Tennessee, and Texas. Currently, Sarah is part of Sterling Capital Management LLC, which operates out of Knoxville, Tennessee. The firm has 5 offices and 181 employees. The firm manages assets totaling $66.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Sterling Capital Management LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sterling Capital Management LLC Brokerage Details
$66,746,472,114
181
3,215
$20,760,956
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Sarah Palmquist Work History
Sterling Capital Management LLC
Bb&T Trust
Disclosures
Please visit the SEC profile of Sarah Palmquist 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 Capital Management LLC
Charlotte, NC
King Of Prussia, PA
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Downers Grove, IL
Charlotte, NC
The content in this profile was updated by SmartAsset on 6/19/2024. 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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