Dana
Pierce

Lpl Financial LLC

CRD#4110474
Investment Advisor
in Atlanta, GA
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About this Advisor

Dana Pierce is a certified financial planner working in Atlanta, Georgia, who has been in the financial industry for 11 years. Pierce is an employee of Lpl Financial LLC. Their career trajectory has included roles at Lpl Financial, LLC, Clearbridge Wealth Management, Inc and Merit Financial Group Dba Consilium Associates. Pierce holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Georgia. Lpl Financial LLC is a registered investment business that has its headquarters in Atlanta, Georgia. The investment advisory business has offices in 8,011 locations and a total of 22,703 people on staff. It controls $153 billion in assets under management across its 680,466 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 899 charitable organizations. Of its 680,466 accounts, 23% belong to high-net-worth clients who have more than $1 million in investable assets. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advisory services largely vary depending on which service is offered. Fees charged by Lpl Financial LLC likely include some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

7000 Central Parkway, Ste 1760
Atlanta, GA 30328

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

GA Average: $16,012,751,954
Total Number of Employees

22,790

GA Average: 118
Total Number of Accounts

786,525

GA Average: 4,567
Average Account Size

$202,281

GA Average: $3,506,186

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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
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Dana Pierce Work History

Dana has 11 years of experience.

2018 - Present (1 year)

Merit Financial Group Dba Consilium Associates

2013 - 2018 (5 years)

Clearbridge Wealth Management, Inc

2007 - 2018 (11 years)

Lpl Financial, LLC

Disclosures

Dana Pierce has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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