Tara Elizabeth Parson
Investment adviser representative at Sterling Investment Advisors,LLC
7 yearsExperience
2 statesRegistered in
$229.3MFirm assets
21 yearsFirm in business
Are you Tara Elizabeth Parson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
7 years in the industry.
- Sterling Investment Advisors,LLCMar 2023 to now
- Sterling Investment Adivsors, LLCSep 2022 to now
- SelfJun 2022 to Sep 2022
- Southwest Baptist UniversityAug 2015 to Jun 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Sterling Investment Advisors,LLC
$229.3MAssets managed
269Clients
3Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7661845
- Firm CRD
- 117287