Amanda Sue Pierce

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2023 → Present
  Lpl Financial Llc
  Moberly, MO
• 12/2022 → 05/2023
  Fosteradopt Connect
  Independence, MO
• 04/2019 → 12/2022
  Active Financial Solutions/Dba For Lpl Business
  Moberly, MO
• 10/2018 → 04/2019
  Neighbor's Bank
  Clarence, MO
• 07/2015 → 10/2018
  Wagner Portrait Group
  St. Louis, MO

Other Businesses

1) 07/2023 - Active Financial Solutions / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 150 Hrs per month

Exams

• S66 Uniform Combined State Law Examination
  2023-12-11

Other Names

• Amanda Sue Colley