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Paul Steven Pierce

Investment adviser representative at Wells Fargo Advisors
12 yearsExperience
2 statesRegistered in
ChFC®Designation
$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

12 years in the industry.

  1. Wells Fargo Advisors Financial Network, LLCOct 2024 to now
  2. LPL Financial, LLCMay 2014 to Oct 2024

Designations

  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law1999
  • Series 65 · Uniform Investment Adviser Law2004

State registrations

Registered as an investment adviser representative in 2 states (KY, 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
3214799
Firm CRD
11025
Advisor's SEC record (opens in a new tab)
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