Richard Pearce (CRD# 358781) is an Investment Advisor Representative working at Trinity Investment Advisors, LLC in West Chester, PA and has over 30 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stancorp Investment Advisers, Inc. | Wilmington, DE | Mar 2007 - Current | 17 |
| Stancorp Equities, Inc. | Wilmington, DE | Jan 2007 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1993 |
- PA
-
Total Assets Under Management301MILLIONS
-
Total Number of Accounts33ACCOUNTS
-
Average Account Value$9,120,936
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Pension consulting services
DE, HI, NJ, PA
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