Glen Pier, financial advisor Arden NC

Glen Pier

CRD Number: 4819334
Current Firm: Prosperity Capital Advisors

Glen Pier (CRD# 4819334) is an Investment Advisor Representative working at Prosperity Capital Advisors in Arden, NC and has over 19 years of experience in the finance industry.

Similar Advisors
Ken Adams, financial advisor Arden NC
Ken D. Adams
CRD# 4333814
Edward Jones
Similar Advisors
Frankie Adkins, financial advisor Arden NC
Frankie L. Adkins
CRD# 7008925
Edward Jones
Similar Advisors
Lewis Akers, financial advisor Arden NC
Lewis D. Akers
CRD# 2883544
Beacon Pointe Advisors, LLC
Company Name Location Dates Years
C2p Capital Advisory Group D.b.a. Prosperity Capital Advisors Westlake, OH Dec 2012 - Current 11
Infinity Wealth Management, Inc. Arden, NC Mar 2012 - Current 12
Royal Pines Arden, NC Jan 2007 - Current 17
The Estate Plan Reno, NV Jan 2007 - Current 17
Pier Properities, LLC Arden, NC Jan 2006 - Current 18
The Avatar Course Arden, NC Mar 2002 - Current 22
Infinity Retirement Asheville, NC Jan 2002 - Current 22
Mercap Securities, LLC Paoli, PA Nov 2012 - Dec 2017 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2004
S65 NASAA Investment Advisors Law Examination Jul 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Glen R. Pier
Phone Number: 888-240-0064
Registered State(s):
  • CA
  • FL
  • LA
  • NC
By the Numbers
  • Total Assets Under Management
    2,245
    MILLIONS
  • Total Number of Accounts
    9,396
    ACCOUNTS
  • Average Account Value
    $238,964
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA

Ready to hire a financial advisor? Get competitive proposals from Glen Pier and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.