Unclaimed
Russell Pierce is an experienced financial professional with a distinguished career spanning over three decades. Russell has a broad range of experience in the industry, having held positions at several prominent firms, including LPL FINANCIAL LLC, Colonial Brokerage, Inc., and Royal Alliance Associates, Inc. Russell is currently registered with Newbridge Financial Services Group, Inc. as an Investment Advisor Representative. Russell has demonstrated commitment to his clients through his professional qualifications, passing the Series 6, Series 7, and Series 63 exams, as well as the Uniform Investment Adviser Law Examination. Russell is dedicated to helping his clients reach their financial goals.
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.
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.
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.
Promoter fees
1
2
GA
10/05/2023 - Present
Newbridge Financial Services Group, Inc. (WARNER ROBINS GA)
GA
08/23/2007 - 08/25/2023
LPL FINANCIAL LLC (WARNER ROBINS GA)
GA
11/05/2003 - 08/24/2007
COLONIAL BROKERAGE, INC. (MACON GA)
AZ
10/10/2002 - 11/06/2003
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
SC
04/02/2001 - 10/22/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NC
06/21/2000 - 03/30/2001
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
MN
01/03/1998 - 07/25/2000
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
VA
12/18/1997 - 01/02/1998
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
VA
02/02/1995 - 12/15/1997
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
IA
01/06/1992 - 02/01/1995
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
IA
Issued 07/17/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/24/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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