George Pierce is a CFP-designated registered investment advisor at LPL Financial LLC, based in Seattle, WA, with 8 years of industry experience. George is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
1200 Westlake Ave N. Ste 1000, Seattle, WA, 98109
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 Activities
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 LLCBroker
LPL Financial LLC
Previous Registrations
Coldstream Securities, INC.Broker
Coldstream Wealth Management
Boone Wealth Advisors, LLC
State Registrations26 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
More Advisors
- Evan Anderson, CFPLPL Financial LLC
- Michael WallblomLPL Financial LLC
- James GillinghamLPL Financial LLC
- Carson Hill, CFPLPL Financial LLC
- Jeffery ReeseLPL Financial LLC
- Chi Guerrero, CFPLPL Financial LLC