Audrey Pierson
Audrey Pierson is a registered investment advisor at Cetera Investment Advisers LLC, based in Santa Clarita, CA, with 25 years of industry experience. Audrey 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
Firm Size
IM Fee
Assets Under Management
Location
28368 Constellation Rd #396, Santa Clarita, CA, 91355
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Audrey sells fixed insurance with various companies since 2000 and works as an owner for Pierson Wealth Management, dedicating nearly full-time hours. She also works as an agent for Clarity to Prosperity, spending minimal time on life insurance sales.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
LPL Financial LLC
Householder Group Estate & Retirement Specialists
LPL Financial LLCBroker
Householder Group Financial Advisors, LLC
Securities Service Network, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations23 states
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