Katherine PierceCRD Number: 1925072
Current Firm: Lpl Financial LLC
Katherine Pierce (CRD# 1925072) is an Investment Advisor Representative working at Lpl Financial LLC in Tampa, FL and has over 28 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Lpl Financial, LLC||Tampa, FL||Aug 2007 - Current||10|
|A. G. Edwards & Sons, Inc.||Tampa, FL||Apr 1996 - Aug 2007||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1989|
|S65||NASAA Investment Advisors Law Examination||Jan 2013|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- 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