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Richard A Sterling

Pacer Advisors, Inc.

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About Richard A Sterling

Richard A. Sterling is a financial advisor with Pacer Advisors, Inc. Richard has been in the industry since 2019. Richard is currently registered with the state of Pennsylvania. Richard has also worked for Lincoln Financial Advisors Corporation, Lincoln Financial Securities Corporation. Richard is located in Dallas, TX.

Firm Information

Richard Sterling is currently registered with Pacer Advisors, Inc.. Pacer Advisors, Inc. is an investment advisor based in Malvern, PA. The firm manages approximately $10 billion to $50 billion in assets for investment companies and pooled investment vehicles. They provide portfolio management services to clients. Pacer Advisors, Inc. has 18 investment advisor representatives, 5 investment advisory functions, and 6 licensed agents. The firm's SEC number is 801-79654.
Pacer Advisors, Inc.

500 CHESTERFIELD PARKWAY

MALVERN, PA 19355

$46.06B

Assets Under Management

Not reported

Total Clients

21

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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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.

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percentage of assets

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

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Richard Sterling’s Registration & Firm History

TX

03/04/2024 - Present

Pacer Advisors, Inc. (Dallas TX)

PA

01/01/2021 - 02/26/2024

LINCOLN FINANCIAL ADVISORS CORPORATION (RADNOR PA)

PA

01/01/2021 - 02/26/2024

LINCOLN FINANCIAL SECURITIES CORPORATION (RADNOR PA)

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Licenses & Designations

BOTH

Issued 02/09/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/29/2020

Series 7TO - General Securities Representative Examination

BC

Issued 06/22/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Richard A Sterling.
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