George Pierce is a CFP-designated registered investment advisor at LPL Financial LLC, based in Seattle, WA, with 7 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1200 Westlake Ave N. Ste 1000, Seattle, WA, 98109
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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George operates his LPL business under the DBA One Oak Wealth Management. He also owns rental real estate and is involved in used car sales, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Coldstream Securities, INC.Broker
Coldstream Wealth Management
Boone Wealth Advisors, LLC
State Registrations24 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.