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Virginia Sterner

Advisor at Edward Jones

Updated today

Location

Mena, AR 71953

Credentials

Series 63, Series 65

Industry experience

35 years

About

Virginia Sterner is a financial advisor with Edward Jones in Mena, Arkansas, holding Series 63 and Series 65 credentials and having 34 years of industry experience. She has been with Edward Jones since 1997. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

501 C Hwy 71 North, Northside Shopping Center

Mena, AR 71953

Most active in

Arkansas · Texas

Work history

Edward D. Jones & Co., L.P.

1997 - Present (29 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Holly H

Series 66

South Hatfield, AR

LPL Financial

Holly Henry is a financial advisor with LPL Financial, holding a Series 66 credential and four years of industry experience. Prior to joining LPL Financial in 2021, she was affiliated with the Christian Motorcyclists Association from 2012 to 2021. Outside of her advisory role, Henry is involved in managing several real estate rental ventures in Hatfield, Arkansas. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management options supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar

Christopher T

Series 66

Mena, AR

LPL Financial

Christopher Thrailkill is a financial advisor with LPL Financial in Mena, Arkansas, holding a Series 66 designation and eight years of industry experience. His prior work includes four years at Arvest Wealth Management and twelve years of service in the U.S. Army. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of delivery options from financial planning and model-portfolio advisory programs to third-party asset management and participant-directed retirement advice through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar

William M

Series 66

Mena, AR

Edward Jones

William Miller is a financial advisor at Edward Jones in Texarkana, Arkansas, holding a Series 66 designation with one year of experience at the firm. Prior to joining Edward Jones, he worked for 17 years at Waste Management. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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