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Sterling Coley

6 Years of Experience
Brentwood, TN
Broker

Sterling Coley is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Brentwood, TN, with 6 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

5217 Maryland Way, Suite 401, Brentwood, TN, 37027

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Sterling is an officer (Vice President) and owner of McCall & Associates, where he works as a financial advisor. He dedicates about half of his time to this business, including about a quarter of his time during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2020 - Present · 6 yrs 7 mos
Raymond James Financial Services, INC.Broker
December 2019 - Present · 6 yrs 9 mos
State Registrations28 states
AKALARAZCACODCFLGAILKYMAMNMONCNMNYOHOKORPASCTNTXVAVTWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.