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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Billy? Claim Your ProfileBilly Wayne Pierson is a financial advisor registered with Raymond James Financial Services Advisors, Inc.. Billy Wayne Pierson is a financial advisor with over 17 years of experience in the industry. Billy Wayne Pierson has passed the Series 63, Series 66, Series 7, and SIE exams. Billy Wayne Pierson is currently registered in 19 states. In addition to Raymond James Financial Services Advisors, Inc., Billy Wayne Pierson has also been affiliated with Edward Jones. Billy Wayne Pierson has been a registered investment advisor since 2021. Billy Wayne Pierson offers services such as portfolio management for individuals, financial planning, pension consulting, selection of other advisers, hourly & fixed rate consultations, educational seminars, and portfolio management for businesses. Billy Wayne Pierson's office is located at 302 E. Third Street, Hereford, TX 79045.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
TX
06/21/2021 - Present
Raymond James Financial Services Advisors, Inc. (Hereford TX)
TX
08/17/2004 - 06/22/2021
EDWARD JONES (HEREFORD TX)
BOTH
Issued 06/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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