Stephen Pierce, financial advisor Raleigh NC

Stephen Pierce

CRD Number: 5983893
Current Firm: Credit Union Investment Services

Stephen Pierce (CRD# 5983893) is an Investment Advisor Representative working at Credit Union Investment Services in Raleigh, NC and has over 12 years of experience in the finance industry.

Similar Advisors
Leon Abbas, financial advisor Raleigh NC
Leon E. Abbas
CRD# 1158688
Townsend Asset Management Corp.
Similar Advisors
Scott Abee, financial advisor Raleigh NC
Scott L. Abee
CRD# 1587979
Raymond James & Associates, Inc.
Similar Advisors
Michael Absher, financial advisor Raleigh NC
Michael F. Absher
CRD# 2756872
Absher Wealth Management, LLC
Company Name Location Dates Years
Secu Life Insurance Company Raleigh, NC Sep 2014 - Current 9
Credit Union Investment Services Raleigh, NC Apr 2012 - Current 12
Secu Brokerage Services Raleigh, NC Mar 2012 - Current 12
State Employees' Credit Union Raleigh, NC Sep 2011 - Current 12
Members Trust Company Tampa, FL Oct 2019 - Nov 2022 3
Lyft, Inc. San Francisco, CA Jul 2017 - Jun 2019 1
Uber Technologies, Inc. San Francisco, CA Jul 2017 - Jun 2019 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2012
Contact Info for Stephen S. Pierce
Phone Number: 800-451-5467
Firm Website: https://www.ncsecu.org/
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

NC

Ready to hire a financial advisor? Get competitive proposals from multiple 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.