Unclaimed
Brian Timothy Pierce is an investment advisor representative who has been in the financial industry since 2009. Brian is registered with Apollon Wealth Management, LLC in Georgia. Brian is also registered with the following states: Alabama, Alaska, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Michigan, Minnesota, Nevada, North Carolina, Oklahoma, South Carolina, Texas, and Virginia. Brian previously worked at KALOS CAPITAL, INC. and Triad Advisors, Inc. Brian is a wealth advisor with a focus on financial planning, pension consulting, and portfolio management for individuals and pooled investment vehicles.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
GA
05/08/2023 - Present
Apollon Wealth Management, LLC (Atlanta GA)
GA
11/09/2015 - 10/03/2022
KALOS CAPITAL, INC. (Atlanta GA)
GA
09/28/2011 - 11/12/2015
TRIAD ADVISORS, INC. (SUWANEE GA)
GA
12/23/2009 - 10/05/2011
MML INVESTORS SERVICES, LLC (ATLANTA GA)
IA
Issued 11/08/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2013
Series 7 - General Securities Representative Examination
BC
Issued 12/22/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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