William
Pierce
Lockwood Advisors Inc
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About this Advisor
William Pierce is a financial advisor working in Pennington, New Jersey with 11 years of industry experience. Pierce currently works for Lockwood Advisors Inc. Throughout their career, they have worked at Pershing LLC and Lockwood Advisors, Inc. Pierce has a Series 65 license, qualifying them as an investment advisor representative, and is registered to advise clients in New Jersey and Pennsylvania. Lockwood Advisors Inc is a financial advisory firm operating out of Pennington, NJ. It handles $11 billion in assets among its 48,071 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides services to 183 charities and foundations. Of its 48,071 client accounts, just 4% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The firm has a wide assortment of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fees largely vary depending on the financial services offered. Fee types billed by Lockwood Advisors Inc may include any combination of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lockwood Advisors Inc Brokerage Details
$11,310,947,595
20
48,071
$235,297
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
William Pierce Work History
William has been registered as a financial advisor for 11 years.*
Pershing LLC
Lockwood Advisors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Pierce to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lockwood Advisors Inc
Pennington, NJ
Pennington, NJ
Pennington, NJ
Pennington, NJ
Pennington, NJ
Pennington, NJ
Pennington, NJ
Pennington, NJ
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