Pierce Anderson
Investment adviser representative at LPL Financial LLC
14 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$819.1BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- LPL Financial LLCApr 2025 to now
- Bank of America, N.AFeb 2024 to Apr 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2022 to Apr 2025
- SundanceMay 2020 to Aug 2020
- Eduprize SchoolsMay 2019 to Aug 2019
- Northern Arizona UniversityAug 2018 to Feb 2022
- Fry's Food StoresMar 2017 to Jan 2018
- Poston Butte High SchoolJun 2014 to May 2018
- UnemployedJan 2012 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (AZ, SC, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7532535
- Firm CRD
- 6413