Margaret Henderson Pierce
Investment adviser representative at Planmember Securities Corporation
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$10.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Planmember Securities CorporationNov 2022 to now
- Kestra Advisory Services, LLCMay 2019 to Nov 2022
- Kestra Investment Services, LLCMay 2019 to Nov 2022
- Newport Group Consulting, LLCMar 2017 to May 2019
- Newport Group Securities, Inc.Mar 2017 to May 2019
- Newport Group, Inc.Mar 2017 to May 2019
- Dailyaccess CorporationSep 2014 to Mar 2017
- Interserv LLCSep 2014 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MA).
Planmember Securities Corporation
$10.1BAssets managed
69,645Clients
424Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2153454
- Firm CRD
- 11869