George Pierce (CRD# 1515025) is an Investment Advisor Representative working at Pierce Financial Planning, Inc. in Lexington, KY and has over 30 years of experience in the finance industry. George Pierce 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 putclients' interests first and comply with the Financial Planning Practice Standards.
In addition, George is a KY licensed CPA and earned and MBA in accounting from EKU. George left the corporate world where he was a trust officer in 1991 to start his fee-only planning career.
CRD# 5978053
Edward Jones
CRD# 5157750
Context Financial LLC
CRD# 1061144
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pierce Financial Planning Inc. | Lexington, KY | Sep 1997 - Current | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1986 |
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Total Assets Under Management109MILLIONS
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Total Number of Accounts475ACCOUNTS
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Average Account Value$228,987
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
KY
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