David
Pierce
Osaic Institutions, Inc
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About this Advisor
David Pierce is a financial advisor based in Wilmington, North Carolina, working with Osaic Institutions, Inc. David has previously held positions at First Bancorp and Infinex Investments, Inc. David has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, David is part of Osaic Institutions, Inc, which operates out of Wilmington, North Carolina. The firm has 557 offices and 722 employees. The firm manages assets totaling $3.6 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Osaic Institutions, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Institutions, Inc Brokerage Details
$3,626,644,800
722
8,478
$427,771
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
David Pierce Work History
Infinex Investments, Inc
First Bancorp
Disclosures
Please visit the SEC profile of David Pierce to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Osaic Institutions, Inc
New York, NY
Muncy, PA
Meriden, CT
Cornelius, NC
Centerville, MA
South Windsor, CT
Canton, MA
Dover, NH
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
