Renee Pierce, financial advisor Santa Rosa CA

Renee Pierce

CRD Number: 4602578
Current Firm: Lpl Financial LLC

Renee Pierce (CRD# 4602578) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Rosa, CA and has over 20 years of experience in the finance industry.

Similar Advisors
Eric Abbott, financial advisor Santa Rosa CA
Eric C. Abbott
CRD# 4110124
Stifel, Nicolaus & Company, Incorporated
Similar Advisors
Matthew Adams, financial advisor Santa Rosa CA
Matthew L. Adams
CRD# 5598677
Mai Capital Management, LLC
Similar Advisors
Geoffrey Aden, financial advisor Santa Rosa CA
Geoffrey C. Aden
CRD# 2169633
Osaic Wealth, Inc.
Company Name Location Dates Years
Lpl Financial, LLC Santa Rosa, CA Jan 2006 - Current 18
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2004
Contact Info for Renee C. Pierce
Phone Number: 704-733-3300
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Renee Pierce and other 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.