PP
ChFC
PP
ChFC

Paul Pierce

26 Years of Experience
Owensboro, KY
Broker

Paul Pierce is a ChFC-designated registered investment advisor at Wells Fargo Advisors, based in Owensboro, KY, with 26 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

101 E 2nd St 200 Fl 2, Owensboro, KY, 42303

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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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Other Business Activities

Paul owns rental property in Owensboro, KY since 2011. He spends minimal time on this investment-related activity.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
October 2024 - Present · 1 yr 7 mos
Wells Fargo Advisors
October 2024 - Present · 1 yr 7 mos
Previous Registrations
LPL Financial LLCBroker
May 2014 - November 2024 · 10 yrs 6 mos
LPL Financial LLC
May 2014 - November 2024 · 10 yrs 6 mos
Lincoln Financial Advisors Corporation
October 2009 - June 2014 · 4 yrs 8 mos
Lincoln Financial Advisors CorporationBroker
October 2009 - June 2014 · 4 yrs 8 mos
Bb&t Investment Services, INC.
September 2004 - October 2009 · 5 yrs 1 mo
Bb&t Investment Services, INC.Broker
March 2004 - October 2009 · 5 yrs 7 mos
Banc One Securities CorporationBroker
November 2000 - March 2004 · 3 yrs 4 mos
A. G. Edwards & Sons, INC.Broker
July 1999 - November 2000 · 1 yr 4 mos
State Registrations16 states
ALAZFLGAILINKSKYLAMIMONCSDTNTXVA
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.
Paul Pierce - Financial Advisor | TrueAdvisor