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About this Advisor
Adam Pearce is a certified financial planner in Tempe, Arizona. Currently an advisor with Lincoln Investment, Pearce has 15 years of work experience as a financial advisor. Pearce has Series 63 and Series 66 licenses, designating them as a securities broker. Pearce is registered to operate based out of Texas. Over the course of their career, Pearce has held roles at Legend Equities Corporation and Lincoln Investment. Lincoln Investment is headquartered in Tempe, Arizona, and operates out of 427 offices in the nation. As a company, Lincoln Investment manages $8 billion in assets across 113,080 client accounts and retains more than 1,231 people. The firm's total assets under management makes it one of the biggest firms in the nation. The firm manages 52,887 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 1% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Lincoln Investment offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lincoln Investment Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Adam Pearce Work History
Adam has 15 years of experience.
Legend Equities Corporation
Adam Pearce has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Lincoln Investment
Sugar Land, TX
Kennett Square, PA