Aaron Pierce (CRD# 6145041) is an Investment Advisor Representative working at Mutual Trust Advisory Group in Estero, FL and has over 10 years of experience in the finance industry. Aaron Pierce 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.
CRD# 5167067
Advanced Investment Management LLC
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mutual Trust Advisory Group, Inc. | Estero, FL | Oct 2020 - Current | 3 |
| Ubs Financial Services, Inc. | Naples, FL | Jan 2018 - Oct 2020 | 2 |
| Unemployed | Estero, FL | Nov 2017 - Dec 2017 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Naples, FL | Apr 2016 - Oct 2017 | 1 |
| Bank Of America, N.a. | Naples, FL | Apr 2016 - Oct 2017 | 1 |
| Wells Fargo Advisors, LLC | Fort Myers, FL | Jan 2016 - Mar 2016 | < 1 |
| Gyroscope Capital Managment, LLC | Naples, FL | Oct 2014 - Jan 2016 | 1 |
| Moors & Cabot | Naples, FL | Dec 2012 - Dec 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2013 |
- FL
-
Total Assets Under Management165MILLIONS
-
Total Number of Accounts423ACCOUNTS
-
Average Account Value$388,920
- 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
FL, TX
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