Audrey Pierson (CRD# 4137862) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Santa Clarita, CA and has over 24 years of experience in the finance industry.
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 1343922
Virtue Capital Management, LLC
CRD# 3250900
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Mar 2024 - Current | < 1 |
| Cetera Advisors LLC | St Cloud, MN | Dec 2020 - Current | 3 |
| Clarity To Prosperity | Santa Clarita, CA | Nov 2020 - Current | 3 |
| Pierson Wealth Management | Santa Clarita, CA | Apr 2006 - Current | 18 |
| Lpl Financial LLC | Santa Clarita, CA | Nov 2013 - Dec 2020 | 7 |
| Householder Group Estate & Retirement Specialists | Santa Clarita, CA | Nov 2013 - Dec 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2000 |
- CA
- OR
- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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