KP
CFP
KP
CFP

Kerry Pierce

22 Years of Experience
El Segundo, CA
Broker

Kerry Pierce is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in El Segundo, CA, with 22 years of industry experience. Kerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

2301 Rosecrans Ave #5100, El Segundo, CA, 90245

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
July 2015 - Present · 10 yrs 10 mos
Cetera Advisors LLCBroker
July 2015 - Present · 10 yrs 10 mos
Cetera Financial Specialists LLCBroker
July 2015 - Present · 10 yrs 10 mos
Cetera Wealth Services, LLCBroker
July 2015 - Present · 10 yrs 10 mos
Cetera Investment Services LLCBroker
July 2015 - Present · 10 yrs 10 mos
Previous Registrations
Legend Equities CorporationBroker
September 2015 - December 2016 · 1 yr 3 mos
Cetera Advisor Networks LLC
July 2015 - June 2023 · 7 yrs 11 mos
First Allied Securities, INC.Broker
July 2015 - September 2022 · 7 yrs 2 mos
Summit Brokerage Services, INC.Broker
July 2015 - December 2019 · 4 yrs 5 mos
Girard Securities, INC.Broker
July 2015 - November 2017 · 2 yrs 4 mos
Investors Capital CORP.Broker
July 2015 - November 2016 · 1 yr 4 mos
Vsr Financial Services, INC.Broker
July 2015 - November 2016 · 1 yr 4 mos
LPL Financial LLCBroker
June 2014 - June 2015 · 1 yr
LPL Financial LLCBroker
September 2006 - January 2013 · 6 yrs 4 mos
Bear, Stearns & CO. INC.Broker
July 2002 - January 2003 · 6 mos
Robertson Stephens, INC.Broker
February 2001 - July 2002 · 1 yr 5 mos
Chase Securities INC.Broker
February 2000 - March 2001 · 1 yr 1 mo
Hambrecht & Quist LLCBroker
March 1999 - February 2000 · 11 mos
American Express Financial Advisors INC.Broker
December 1998 - December 1998 · 0 mos
Ids Life Insurance CompanyBroker
December 1998 - December 1998 · 0 mos
John Hancock Distributors, INC.Broker
March 1998 - June 1998 · 3 mos
State Registrations1 state
CA
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.