Stephen Pierce
Stephen Pierce is a registered investment advisor at Credit Union Investment Services, based in Raleigh, NC, with 13 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
0.25% annual fee for cash and individual fixed income. 0.50% annual fee for all other securities. This fee is non-negotiable.
Fee Estimator
Location
801 Hillsborough Street, 3rd Floor, Raleigh, NC, 27603
Get directionsHistory
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
Stephen works in financial services at State Employees' Credit Union and is an agent for SECU Life Insurance Company since 2014. He also serves as Power of Attorney for his mother, handling her banking with minimal time commitment.
Employment History
Current Registrations
Credit Union Investment Services
Secu Brokerage Services
Secu Brokerage ServicesBroker
State Registrations1 state
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.