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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Sterling Investment Advisor, Inc. 5 years, 9 months Oct 2010 - Present
Sterling Investment, Inc. 5 years, 9 months Oct 2010 - Present
Investment Advisors International 4 years, 2 months Aug 2006 - Oct 2010
Intersecurities, Inc. 1 year, 1 month Jul 2005 - Aug 2006
World Group Securities, Inc. 8 years, 6 months Apr 2002 - Oct 2010
World Financial Group 9 years, 4 months Jun 2001 - Oct 2010
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Lance Bennett Vennard?
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Designations & Memberships

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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Dec 10, 2014
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Dec 10, 2014
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Sterling Investment Advisor, Inc.

Last updated on May 12, 2015
    • $20.4M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 321
      Accounts
    • $63.5K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Solicitation Fees
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