Broker Check


How do you envision your ideal career as a financial advisor?

Join Sterling Portfolio Managers 

At Sterling Portfolio Managers LLC, we are passionate about helping people pursue their financial dreams and serving them objectively. We are looking to expand our team with experienced Financial Advisors who share our commitment to upholding a high level of integrity and providing client service.

We understand firsthand how intimidating the transition can be to become an independent Financial Advisor. But just because you are going independent, doesn’t mean you have to go it alone. By joining Sterling Portfolio Managers, you can feel comfortable knowing you can walk into a welcoming office with the tools, technology, resources, and the team you need.

Some of the many offerings we provide our advisors include:

  • Independence powered by LPL Financial
  • Some of the highest payouts in the industry
  • A handsomely appointed office and the latest in computer and phone technology
  • Advanced financial planning and risk management software
  • The support of a team and an established firm designed to help you transition your book of business and, furthermore, assist you in growing your business as an independent Financial Advisor
  • An automated revenue generation system, including prospecting, networking, client events, etc.
  • Access to training, networking, peer insight, and conferences
  • Marketing and client communication strategies, including a robust, regularly updated website, monthly email newsletters, and ongoing social media campaigns
  • Ongoing support and mentoring
  • Succession planning
  • A team of IT professionals on-call

Becoming an independent Financial Advisor doesn’t have to be overwhelming. By providing turnkey solutions and a supportive team, we seek to help make the transition easier so you have more time to focus on building your business. More importantly, as an independent Financial Advisor, you will always maintain 100% ownership of your book of business and have the opportunity to better serve your clients’ best interests.

LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. With no proprietary products to sell, LPL Financial Advisors can provide truly objective advice and investment recommendations. Learn more about the Power of Independence.


If you’re a Financial Advisor and wish to explore
your opportunities for building your business
as an independent advisor, contact us.

Mark E. Lawrence

(Your call and contact information will remain completely confidential.)


*As reported by Financial Planning magazine, June 1996-2017, based on total revenue.