Edward Pierce
Edward Pierce is a registered investment advisor at Lockton Investment Advisors, LLC, based in Portland, ME, with 14 years of industry experience. Edward is also registered as a broker, so some compensation may come from commissions on products sold.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
120 Exchange Street Suite 201, Portland, ME, 04101
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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
Edward works for Lockton Companies, LLC, an insurance brokerage firm, providing insurance consulting services to clients nearly full-time. He also spends minimal time providing investment advisory services through Lockton Investment Advisors, LLC.
Employment History
Current Registrations
Lockton Investment Advisors, LLC
Lockton Investment Securities, LLCBroker
Lockton Investment Securities, LLC
State Registrations2 states
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
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