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Debra Leanne Piercy

Investment adviser representative at Wells Fargo Advisors
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$252.3BFirm 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 assetsFixed or flat feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

17 years in the industry.

  1. Wells Fargo Advisors Financial Network, LLCJan 2023 to now
  2. Wells Fargo Clearing Services, LLCNov 2016 to Jan 2023
  3. Wells Fargo Advisors LLCMay 2009 to Nov 2016

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1997
  • Series 65 · Uniform Investment Adviser Law2001

State registrations

Registered as an investment adviser representative in 2 states (AR, TX).

Wells Fargo Advisors

Legal name: Wells Fargo Advisors Financial Network, LLC

$252.3BAssets managed
466,575Clients
3,612Advisers
26 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
2830976
Firm CRD
11025
Advisor's SEC record (opens in a new tab)
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