Robert Pearce, financial advisor Corona CA

Robert Pearce

CRD Number: 6825431
Current Firm: Mercuri Asset Management, LLC

Robert Pearce (CRD# 6825431) is an Investment Advisor Representative working at Mercuri Asset Management, LLC in Corona, CA and has over 6 years of experience in the finance industry. Robert Pearce has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Mercuri Asset Management Corona, CA Jul 2017 - Current 6
Img Action Sports Los Angeles, CA Feb 2005 - Jun 2017 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2017
Contact Info for Robert J. Pearce
Phone Number: 877-835-1050
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    16
    MILLIONS
  • Total Number of Accounts
    110
    ACCOUNTS
  • Average Account Value
    $145,455
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

CA

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