Heath Pierce, financial advisor Wilmington NC
93 score

Heath Pierce

CRD Number: 3080751
Current Firm: Suntrust Investment Services, Inc.

Heath Pierce (CRD# 3080751) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Wilmington, NC and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Suntrust Investment Services ,inc Atlanta, GA Jan 2011 - Current 5
Acs Raleigh, NC Oct 2010 - Jan 2011 < 1
Wells Fargo Raleigh, NC Jan 2010 - Oct 2010 < 1
Zc Sterling Morrisville, NC Nov 2009 - Jan 2010 < 1
Acs Cary, NC Aug 2009 - Nov 2009 < 1
Fidelity Investments Cary, NC Jul 2007 - Aug 2009 2
Cuna Brokerage Services, Inc. Waverly, ID Apr 2005 - Jul 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S66 NASAA Uniform Combined State Law Examination May 2011
Contact Info for Heath E. Pierce
Phone Number: 404-813-8981
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    10,443
    MILLIONS
  • Total Number of Accounts
    26,841
    ACCOUNTS
  • Average Account Value
    $389,077
Compensation Options
  • A percentage of assets under your management
  • 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)
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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