linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Larry D Stiver

Sterling Retirement Group OF Sacramento

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Larry? Claim Your Profile

About Larry D Stiver

Larry Stiver is a Registered Investment Advisor (RIA) based in Roseville, CA. Larry has been working in the financial services industry for over 20 years. Larry currently works with Sterling Retirement Group of Sacramento and Riverpath Investments LLC. Larry’s areas of expertise include financial planning and portfolio management. Larry is committed to helping clients reach their financial goals.

Firm Information

Larry Stiver is currently registered with Sterling Retirement Group OF Sacramento. Sterling Retirement Group OF Sacramento is a Registered Investment Advisor located in Roseville, CA. They have $161 million in regulatory assets under management. The firm specializes in providing financial planning, portfolio management for individuals, selection of other advisors, and business consulting. They primarily work with individuals, including high net worth individuals, as well as pension and profit-sharing plans.
Sterling Retirement Group OF Sacramento

300 HARDING BLVD #115

ROSEVILLE, CA 95678

$161.00M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

business consulting

Business consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Referral fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Larry Stiver’s Registration & Firm History

CA

06/12/2014 - Present

Sterling Retirement Group OF Sacramento (ROSEVILLE CA)

CA

03/20/2002 - 12/10/2010

MML INVESTORS SERVICES, INC. (SACRAMENTO CA)

WI

01/05/1998 - 04/04/2002

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

WI

01/05/1998 - 01/01/2002

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

Not sure if Larry D Stiver is right for you?

Licenses & Designations

IA

Issued 02/14/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/02/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Larry D Stiver.
Not sure if Larry D Stiver is right for you?