Joey Pierce, financial advisor Levelland TX

Joey Pierce

CRD Number: 1258784
Current Firm: Osaic Wealth, Inc.

Joey Pierce (CRD# 1258784) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Levelland, TX and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Osaic Wealth, Inc. Levelland, TX Nov 2023 - Current < 1
Eastside Church Of Christ Morton, TX Sep 1991 - Current 32
Fsc Securities Corporation Lubbock, TX Jun 2011 - Nov 2023 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
S65 NASAA Investment Advisors Law Examination Jan 1999
Contact Info for Joey J. Pierce
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • NM
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    94,558
    MILLIONS
  • Total Number of Accounts
    437,201
    ACCOUNTS
  • Average Account Value
    $216,280
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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