Joshua Townsend Pierce

CFP

Mariner

21 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementHigh Net Worth

Mariner

Compensation

Fee-Only (AUM)

Firm Size

6 advisors

Number of Clients

3,242 clients

Average Client Portfolio

$726K average

Assets Under Management

$2.4B

Fee Structure

Financial Planning:Investment management only

Location

5700 West 112th Street, Suite 500, Overland Park,, KS, 66211

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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.

Employment History

Current Registrations

Mariner

February 2010 - Present · 16 yrs

Previous Registrations

MML Investors Services, LLC

June 2017 - November 2021 · 4 yrs 5 mos

MML Investors Services, LLCBroker

March 2017 - November 2021 · 4 yrs 8 mos

Msi Financial Services, INC.Broker

January 2015 - March 2017 · 2 yrs 2 mos

New England SecuritiesBroker

August 2009 - January 2015 · 5 yrs 5 mos

New England Securities Corporation

August 2009 - December 2010 · 1 yr 4 mos

Kobren Insight Management INC

December 2005 - October 2009 · 3 yrs 10 mos

E*trade Securities LLCBroker

December 2005 - August 2009 · 3 yrs 8 mos

UBS Financial Services INC.Broker

December 2004 - November 2005 · 11 mos

Banc of America Investment Services, INC.Broker

October 2004 - January 2005 · 3 mos

Quick & Reilly, INC.Broker

December 2003 - October 2004 · 10 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.