Audrey Ivy Pierson
Investment adviser representative at Rfg Advisory, LLC
20 yearsExperience
2 statesRegistered in
$8BFirm assets
12 yearsFirm in business
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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 fee
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
20 years in the industry.
- Rfg Advisory, LLCApr 2026 to now
- Rfg Advisory LLC dba Pierson Wealth ManagementApr 2026 to now
- Cetera Investment Advisers LLCMar 2024 to now
- Cetera Advisors LLCDec 2020 to now
- Clarity To ProsperityNov 2020 to now
- Pierson Wealth ManagementApr 2006 to now
- Householder Group Estate & Retirement SpecialistsNov 2013 to Dec 2020
- LPL Financial LLCNov 2013 to Dec 2020
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Rfg Advisory, LLC
$8BAssets managed
17,410Clients
188Advisers
12 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
- 4137862
- Firm CRD
- 158401