Margaret Henderson Pierce

Employer firm

Planmember Securities Corporation CRD 11869

$10.1B regulatory AUM 125 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 09/2014 → 03/2017
  Interserv Llc
  Mobile, AL
• 09/2014 → 03/2017
  Dailyaccess Corporation
  Mobile, AL
• 03/2017 → 05/2019
  Newport Group Consulting, Llc
  Lake Mary, FL
• 03/2017 → 05/2019
  Newport Group Securities, Inc.
  Lake Mary, FL
• 03/2017 → 05/2019
  Newport Group, Inc.
  Walnut Creek, CA
• 05/2019 → 11/2022
  Kestra Investment Services, Llc
  Norwell, MA
• 05/2019 → 11/2022
  Kestra Advisory Services, Llc
  Norwell, MA
• 11/2022 → Present
  Planmember Securities Corporation
  Carpinteria, CA

Previous Registrations

• 2019-06-12 → 2022-11-21
  Kestra Advisory Services, Llc
  Norwell, MA
  Austin, TX
• 2014-10-06 → 2019-03-05
  Newport Group Consulting, Llc
  Duxbury, MA
  Lake Mary, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-11-11
• S66 Uniform Combined State Law Examination
  2015-01-30

Designations

• Certified Financial Planner

Other Names

• Margaret H Henderson
• Margaret Hilary Henderson
• Margaret Hilary Pierce
• Margaret Henderson Pierce
• Margaret H Pierce