George Williamson (CRD# 7081880) is an Investment Advisor Representative working at Peirce Capital Management, LLC in The Woodlands, TX and has over 5 years of experience in the finance industry. George Williamson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5631324
Astoria Strategic Wealth, Inc.
CRD# 5776541
Equitable Advisors, LLC
CRD# 4079212
Lpl Financial LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Peirce Capital Management, LLC | The Woodlands, TX | May 2018 - Current | 5 |
| Limlim Illustration | Lubbock, TX | Aug 2016 - May 2018 | 1 |
| Texas Tech University | Lubbock, TX | Jun 2016 - May 2018 | 1 |
| Grove Street Fiduciary | Peterborough, NH | May 2017 - Jul 2017 | < 1 |
| South Suburban Parks & Recreation | Centennial, CO | Jul 2015 - Apr 2016 | < 1 |
| Denver Parks & Recreation | Denver, CO | May 2015 - Jun 2015 | < 1 |
| Unemployed | Lubbock, TX | Dec 2014 - May 2015 | < 1 |
| Texas Tech University | Lubbock, TX | Aug 2009 - Dec 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2018 |
- TX
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Total Assets Under Management407MILLIONS
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Total Number of Accounts906ACCOUNTS
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Average Account Value$449,487
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
LA, NE, TX
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