Brian Pearce (CRD# 1334784) is an Investment Advisor Representative working at Amerity Wealth Management, LLC in Lakeland, FL and has over 39 years of experience in the finance industry.
CRD# 5383309
Truist Advisory Services, Inc.
CRD# 2800204
Lpl Financial LLC
CRD# 5963139
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Amerity Financial | Winter Haven, FL | Jun 2023 - Current | < 1 |
| Amerity Wealth Management | Winter Haven, FL | Jun 2023 - Current | < 1 |
| Brian S Pearce, Dba Pearce Financial | Winter Haven, FL | Jan 1991 - Dec 2023 | 32 |
| Retirement Resources Of Central Florida | Winter Haven, FL | Mar 2022 - Jun 2023 | 1 |
| Elite Retirement Advisors,llc | Winter Haven, FL | Mar 2019 - Jun 2021 | 2 |
| World Equity Group,inc. | Winter Haven, FL | Jun 2019 - May 2021 | 1 |
| Tcm Securities, Inc. | Woodstock, GA | Aug 2018 - Jun 2019 | < 1 |
| The Retirement Group, LLC | San Diego, CA | Jun 2013 - Jul 2018 | 5 |
| Fsc Securitied Corporation | Winter Haven, FL | Nov 2012 - Jul 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1985 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1998 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management141MILLIONS
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Total Number of Accounts496ACCOUNTS
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Average Account Value$284,346
- A percentage of assets under your management
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