David PierceCRD Number: 4583553
Current Firm: Kalos Management
David Pierce (CRD# 4583553) is an Investment Advisor Representative working at Kalos Management in Suwanee, GA and has over 15 years of experience in the finance industry.
Terra Firma Financial LLC
Meridian Investment Partners
Jph Advisory Group, Inc.
|Triad Advisors Ria||Norcross, GA||Nov 2015 - Current||2|
|Kalos Capital||Alpharetta, GA||Nov 2015 - Current||2|
|Triad Advisors||Norcross, GA||Aug 2011 - Nov 2015||4|
|Mass Mutual Life Insurance Company||Suwanee, GA||Sep 2009 - Aug 2011||1|
|Mml Investors Services Inc.||Suwanee, GA||Sep 2009 - Aug 2011||1|
|Oneamerica Securities, Inc.||Norcross, GA||Nov 2002 - Oct 2009||6|
|American United Life||Norcross, GA||Sep 2002 - Oct 2009||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2002|
|S65||NASAA Investment Advisors Law Examination||Nov 2004|
Total Assets Under Management195MILLIONS
Total Number of Accounts2,311ACCOUNTS
Average Account Value$84,331
- 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
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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