Sterling Neblett
CRD Number: 4972455Current Firm: Centurion Wealth Management
Compensation Model: Both
Sterling Neblett is a Founding Partner of Centurion Wealth Management. His vision for starting Centurion Wealth was to establish a firm focused on guiding and leading clients through the complexities of the interrelated areas of wealth management including investments, taxes, cash flow generation, debt management, business succession, estate planning, charitable giving and risk management.
Investment Advisor Representative of Spire Wealth Management, LLC. Advisory Services offered through Spire Wealth Management, LLC, a Federally Registered Investment Advisor. Securities offered through an affiliate, Spire Securities, LLC, Member FINRA/SIPC.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Spire Investment Partners | Mclean, VA | Feb 2015 - Current | 9 |
| Lara, May & Associates, LLC | Falls Church, VA | Jan 2008 - Feb 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2006 |
- VA
-
Total Assets Under Management518MILLIONS
-
Total Number of Accounts461ACCOUNTS
-
Average Account Value$1,123,763
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
- Other
TX, VA, VT
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