Brian Alexander Carter
Investment adviser representative at Pierson Wealth Management
12 yearsExperience
1 stateRegistered in
$192MFirm assets
8 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Pierson Wealth ManagementApr 2026 to now
- Forever Aligned ClubMar 2022 to Apr 2026
- CresaApr 2021 to Mar 2022
- Self-employedMay 2019 to Apr 2021
- Pierson Wealth ManagementMar 2018 to May 2019
- Raymond James & Associates IncApr 2014 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (GA).
Pierson Wealth Management
Legal name: Rfp Financial Group, LLC
$192MAssets managed
260Clients
3Advisers
8 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
- 6337382
- Firm CRD
- 293206