Unclaimed
Robert Pierce is a financial advisor with over 30 years of experience in the industry. Robert is currently registered with 1919 Investment Counsel, LLC in Baltimore, MD. Robert has a diverse background, having worked with firms such as Legg Mason Investor Services, LLC, Legg Mason Wood Walker, Incorporated, and T. Rowe Price Investment Services, Inc. Robert's expertise is in providing financial advice to individuals, corporations, and charitable organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Nondiscretionary investment advice and certain family office services
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.
Asset-based fees for nondiscretionary model advice
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2
MD
09/04/2007 - Present
1919 Investment Counsel, LLC (BALTIMORE MD)
MD
09/04/2007 - 11/18/2014
LEGG MASON INVESTOR SERVICES, LLC (BALTIMORE MD)
MD
02/29/1996 - 12/07/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MD
08/04/1993 - 02/14/1995
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BC
Issued 10/14/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/2012
Series 24 - General Securities Principal Examination
BC
Issued 11/18/2014
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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