Pierce McCrerey (CRD# 7390120) is an Investment Advisor Representative working at Saturna Capital Corporation in Bellingham, WA and has over 3 years of experience in the finance industry.
CRD# 1069257
Wells Fargo Advisors
CRD# 2375862
D.a. Davidson & Company
CRD# 2231612
Royal Fund Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Saturna Capital | Bellingham, WA | Jun 2021 - Current | 2 |
| Saturna Brokerage Services | Bellingham, WA | Jun 2021 - Current | 2 |
| Saturna Trust Company | Bellingham, WA | Jun 2021 - Current | 2 |
| Unemployed | Bellingham, WA | Jan 2021 - Jun 2021 | < 1 |
| Mccrerey Renovations | Broomfield, CO | May 2020 - Jan 2021 | < 1 |
| Unemployed | Broomfield, CO | Aug 2019 - May 2020 | < 1 |
| Mccrerey Fine Homes | Frisco, CO | May 2019 - Aug 2019 | < 1 |
| Unemployed - Full-time Student | Bozeman, MT | Aug 2018 - May 2019 | < 1 |
| Mccrerey Fine Homes | Frisco, CO | May 2018 - Aug 2018 | < 1 |
| Unemployed - Full-time Student | Bozeman, MT | Aug 2017 - May 2018 | < 1 |
| Mccrerey Fine Homes | Frisco, CO | May 2017 - Aug 2017 | < 1 |
| Unemployed - Full-time Student | Bozeman, MT | Aug 2016 - May 2017 | < 1 |
| Mccrerey Fine Homes | Frisco, CO | May 2016 - Aug 2016 | < 1 |
| Unemployed - Full-time Student | Bozeman, MT | Aug 2015 - May 2016 | < 1 |
| Papa Murphy's Pizza | Bolder, CO | Apr 2015 - Aug 2015 | < 1 |
| Unemployed - Full-time Student | Bolder, CO | Jun 2011 - Apr 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2021 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2021 |
- WA
-
Total Assets Under Management6,644MILLIONS
-
Total Number of Accounts115ACCOUNTS
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Average Account Value$57,771,641
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
CA, FL, GA, IL, IN, MD, MI, NV, NY, OH, TX, VA, WA
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