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Connor Scott Pierce

SLP Wealth

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About Connor Scott Pierce

Connor Pierce is an Investment Advisor Representative at SLP Wealth. Connor is registered with the state of Pennsylvania and Texas as an Investment Advisor Representative. Connor holds the Series 65 Uniform Investment Adviser Law Examination. Connor's office is located at 555 SOUTH MANGUM ST, SUITE 100 in DURHAM, NC. Connor is also involved in other business activities including student loan consulting and educational webinars. Connor works with clients to develop personalized financial plans that meet their individual needs. Connor has a deep understanding of the financial markets and a commitment to providing clients with the highest level of service. Connor is committed to helping clients achieve their financial goals. Connor is licensed to provide advisory services in Pennsylvania and Texas.

Firm Information

Connor Pierce is currently registered with SLP Wealth. SLP Wealth, headquartered in Durham, North Carolina, is a registered investment advisor (RIA) offering financial planning and portfolio management services for individuals and businesses. The firm has 2 licensed agents and 16 investment advisor representatives, managing over $29 million in assets for approximately 846 clients. They specialize in serving high-net-worth individuals and individuals other than high-net-worth, with a focus on personalized financial guidance and investment strategies.
SLP Wealth

555 SOUTH MANGUM ST

DURHAM, NC 27701

$29.21M

Assets Under Management

1,080

Total Clients

12

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Connor Pierce’s Registration & Firm History

PA

09/06/2024 - Present

SLP Wealth (Elizabethtown PA)

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Licenses & Designations

IA

Issued 07/26/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Connor Scott Pierce.
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