CP
CFP · ChFC
CP
CFP · ChFC

Christopher Pierce

17 Years of Experience
Mobile, AL
BrokerSells Insurance

Christopher Pierce is a CFP, ChFC-designated registered investment advisor at Park Avenue Securities LLC, based in Mobile, AL, with 17 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1877 advisors
Number of Clients
71,074 clients
Average Client Portfolio
$211K average
Assets Under Management
$15.0B

Fee Structure

Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.

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Location

Mobile, AL

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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 ActivitiesSells Insurance

Christopher is involved in outside insurance sales of life, disability, health, and LTC products, dedicating a few hours per week. He also serves as durable power of attorney for his wife and maintains a revocable living trust with her, neither of which are investment related.

Employment History
Current Registrations
Park Avenue Securities LLC
May 2012 - Present · 14 yrs
Park Avenue Securities LLCBroker
February 2012 - Present · 14 yrs 3 mos
Previous Registrations
Automated Trading Desk Brokerage Services, LLCBroker
May 2008 - February 2012 · 3 yrs 9 mos
Automated Trading Desk Financial Services, LLCBroker
May 2008 - February 2012 · 3 yrs 9 mos
State Registrations14 states
ALCACODEFLGAMANCNYOHPASCTXVA
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.