Heath Pierce, financial advisor Winston Salem NC

Heath Pierce

CRD Number: 3080751
Current Firm: First Horizon Advisors, Inc.

Heath Pierce (CRD# 3080751) is an Investment Advisor Representative working at First Horizon Advisors, Inc. in Winston Salem, NC and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
First Horizon Advisors Winston Salem, NC Aug 2020 - Current 3
First Citizens Bank Wilmington, NC Jun 2019 - Jul 2020 1
First Citizens Investor Services Raleigh, NC Feb 2019 - Jul 2020 1
Pruco Securites LLC Wilmington, NC Nov 2018 - Feb 2019 < 1
Ppd Wilmington, NC Jul 2018 - Oct 2018 < 1
Suntrust Advisory Services, Inc. Atlanta, GA May 2018 - Jun 2018 < 1
Suntrust Investment Services ,inc Atlanta, GA Jan 2011 - Jun 2018 7
Unemployed Wilmington, NC Mar 2018 - May 2018 < 1
Suntrust Advisory Services Atlanta, GA Sep 2016 - Feb 2018 1
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: 1-800-213-3702
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    11,301
    MILLIONS
  • Total Number of Accounts
    9,360
    ACCOUNTS
  • Average Account Value
    $1,207,367
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MD, MI, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, PA, SC, SD, TN, TX, UT, VA, WA, WI

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