Neal Pierce (CRD# 2359348) is an Investment Advisor Representative working at Avantax Advisory Services in Bridgeton, NJ and has over 30 years of experience in the finance industry.
CRD# 2629855
Investment Management & Planning LLC
CRD# 5732138
Great Valley Advisor Group, Inc.
CRD# 4637991
Citizens Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Insurance Agency, LLC | Woolwich Township, NJ | Dec 2018 - Current | 5 |
| Cumberland Insurance Group | Bridgeton, NJ | Jul 2011 - Current | 12 |
| Avantax Advisory Services | Woolwich Township, NJ | Feb 1994 - Current | 30 |
| Avantax Investment Services, Inc. | Woolwich Township, NJ | May 1993 - Current | 31 |
| Neal G Pierce Cpa | Woolwich Township, NJ | Jan 1989 - Current | 35 |
| Cumberland Insurance Group | Woolwich Township, NJ | Jul 2011 - Aug 2022 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1993 |
- NJ
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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