Katharine Pierce (CRD# 7662804) is an Investment Advisor Representative working at Edward Jones in Oro Valley, AZ and has 1 year of experience in the finance industry.
CRD# 4701550
Ubs Financial Services Inc.
CRD# 3272252
Edward Jones
CRD# 4840087
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Dec 2022 - Current | 1 |
| Unemployed | Tucson, AZ | Jul 2021 - Dec 2022 | 1 |
| Sonoran Science Academy | Tucson, AZ | Jul 2018 - Jul 2021 | 3 |
| Freedom Preparatory Academy | Provo, UT | Jan 2017 - Jul 2018 | 1 |
| Brigham Young University | Provo, UT | Aug 2016 - Jan 2017 | < 1 |
| Ruth Sulik Tutoring | Alpine, UT | Aug 2015 - Aug 2016 | 1 |
| Brigham Young University Mathematics Education Department | Provo, UT | Aug 2015 - Apr 2016 | < 1 |
| Unemployed | Culiacan, | Jan 2014 - Jul 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
- AZ
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- 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)
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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