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Justin Thomas Pierce

Investment adviser representative at Fortress Financial Solutions, LLC
17 yearsYears since first job or exam
1 stateRegistered in
$142M
1 yearFirm in business

How is this counted?

Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

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

Experience

17 years since the first job or state securities exam on the SEC record. Counts all jobs listed.

  1. Fortress Financial Solutions, LLCJul 2019 to now
  2. Triumph Enterprises, LLCMay 2012 to now
  3. Brokers International Financial Services, LLCJul 2018 to Jul 2019
  4. Nova Financial & Insurance ServicesMay 2012 to Sep 2017
  5. ZimmerDec 2009 to Aug 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2012

State registrations

Registered as an investment adviser representative in 1 state (NC).

Fortress Financial Solutions, LLC

$142M
279Clients
8Advisers
1 yearIn business

Official records

Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

6090682
143969
Advisor's SEC record (opens in a new tab)
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