Joshua Pierce (CRD# 4715301) is an Investment Advisor Representative working at Baystate Wealth Management in Overland Park,, KS and has over 20 years of experience in the finance industry. Joshua Pierce has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Baystate Wealth Management | Boston, MA | Jan 2024 - Current | < 1 |
| Baystate Wealth Management | Boston, MA | Jan 2021 - Dec 2023 | 2 |
| Mml Investors Services, LLC | Boston, MA | Jun 2017 - Nov 2021 | 4 |
| Mml Investors Services, LLC | Boston, MA | Mar 2017 - Nov 2021 | 4 |
| Baystate Wealth Management | Boston, MA | Feb 2010 - Dec 2020 | 10 |
| Metlife Securities Inc. | Boston, MA | Jan 2015 - Mar 2017 | 2 |
| New England Securities | Boston, MA | Jul 2009 - Jan 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2005 |
- MA
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Total Assets Under Management1,917MILLIONS
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Total Number of Accounts4,733ACCOUNTS
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Average Account Value$405,064
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AZ, CA, CT, DC, FL, GA, IL, KS, LA, MA, MD, ME, MI, MO, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA
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