Pierce HalstedCRD Number: 7060761
Current Firm: Ubs Financial Services Inc.
Pierce Halsted (CRD# 7060761) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Dallas, TX and has over 3 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Ubs Financial Services Inc.||Dallas, TX||Jan 2019 - Current||3|
|Baylor University||Waco, TX||Aug 2016 - May 2019||2|
|Baylor University||Waco, TX||Aug 2015 - May 2019||3|
|Baylor University||Waco, TX||Jan 2017 - Dec 2018||1|
|Christian Heritage School||Trumbull, CT||Aug 2012 - May 2015||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2019|
Total Assets Under Management692,292MILLIONS
Total Number of Accounts1,073,865ACCOUNTS
Average Account Value$644,673
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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