Audrey Ivy Pierson

Current Employers

Employment History

• 11/2013 → 12/2020
  Lpl Financial Llc
  Santa Clarita, CA
• 11/2013 → 12/2020
  Householder Group Estate & Retirement Specialists
  Santa Clarita, CA
• 12/2020 → Present
  Cetera Advisors Llc
  St Cloud, MN
• 04/2006 → Present
  Pierson Wealth Management
  Santa Clarita, CA
• 11/2020 → Present
  Clarity To Prosperity
  Santa Clarita, CA
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 04/2026 → Present
  Rfg Advisory Llc Dba Pierson Wealth Management
  Santa Clarita, CA

Previous Registrations

• 2024-03-21 → 2026-04-08
  Cetera Investment Advisers Llc
  Santa Clarita, CA
• 2020-12-04 → 2024-03-21
  Cetera Advisors Llc
  Greenwood Village, CO
  Santa Clarita, CA
  Santa Clarita, CA
• 2013-11-27 → 2020-12-31
  Householder Group Estate & Retirement Specialists
  Santa Clarita, CA
• 2017-11-09 → 2018-12-31
  Lpl Financial Llc
  Santa Clarita, CA
  Scottsdale, AZ
  Santa Clarita, CA
• 2010-10-12 → 2013-11-27
  Householder Group Financial Advisors, Llc
  Santa Clarita, CA
• 2006-04-28 → 2010-10-08
  Woodbury Financial Services, Inc.
  El Segundo, CA
  Santa Clarita, CA
• 2000-08-24 → 2006-05-02
  Morgan Stanley Dw Inc.
  Valencia, CA

Other Businesses

1) Pierson Wealth Management; YES; 28368 CONSTELLATION RD #396, SANTA CLARITA, CA 91355; DBA; Owner/Founder/Advisor; Start: 4/2006; 160 hrs/mo; 160 during trading hrs; DBA name for advisory and insurance activity. 2) RFG Advisory, LLC; YES; 1400 Urban Center, Ste 475, Vestavia Hills, AL 35242; RIA; Start: 4/2026; 160 hrs/mo; 160 during trading hrs.; RIA Affiliate; Investment Advisor Representative. 3) Financial Independence Group; Investment Related; 28368 Constellation Rd #396, Santa Clarita, CA 91355; Insurance Investments; Agent; 9/2025; 4 hrs/mo; 1 hrs/month during trading hours; advice on insurance investment products.

Exams

• S66 Uniform Combined State Law Examination
  2000-04-20

Other Names

• Audrey Ivy Pierson
• Audrey Ivy Lugo