RP
RP

Russell Pierce

34 Years of Experience
Boca Raton, FL
3 DisclosuresBrokerSells Insurance

Russell Pierce is a registered investment advisor at Nfsg Corporation, based in Boca Raton, FL, with 34 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,096 clients with $1.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
73 advisors
Number of Clients
3,096 clients
Average Client Portfolio
$350K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$25K
Minimum Annual Fee:$250
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fee is up to 2%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1200 North Federal Highway, Suite 400, Boca Raton, FL, 33432

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History

Regulatory History (3)
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Employment Separation After Allegations
August 2023
Customer Dispute
April 2023
Closed-No Action
Employment Separation After Allegations
August 2007
Other Business ActivitiesSells Insurance

Russell provides investment and insurance advisory services, including offering annuities and life insurance, dedicating about 10-20% of his time to this. He also serves as a director for Ironmen Ministries, a Christian men's prayer breakfast, spending minimal time on this activity.

Employment History
Current Registrations
Nfsg Corporation
October 2023 - Present · 2 yrs 7 mos
Newbridge Securities CorporationBroker
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
LPL Financial LLC
August 2020 - August 2023 · 3 yrs
LPL Financial LLCBroker
August 2007 - August 2023 · 16 yrs
Colonial Brokerage, INC.Broker
November 2003 - August 2007 · 3 yrs 9 mos
Royal Alliance Associates, INC.Broker
October 2002 - November 2003 · 1 yr 1 mo
Linsco/private Ledger CORP.Broker
April 2001 - October 2002 · 1 yr 6 mos
Bb&t Investment Services, INC.Broker
June 2000 - March 2001 · 9 mos
Primevest Financial Services, INC.Broker
January 1998 - July 2000 · 2 yrs 6 mos
Capital Brokerage CorporationBroker
December 1997 - January 1998 · 1 mo
Capital Brokerage CorporationBroker
February 1995 - December 1997 · 2 yrs 10 mos
CUNA Brokerage Services, INC.Broker
January 1992 - February 1995 · 3 yrs 1 mo
State Registrations4 states
ALFLGANC
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.