Lance Michael Pearce

Employer firm

Amerity Wealth Management, LLC CRD 322265

$339M regulatory AUM 7 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 09/2015 → 06/2019
  The Retirement Group, Llc
  San Diego, CA
• 07/2019 → 12/2023
  Pearce Financial
  Winter Haven, FL
• 07/2019 → 06/2023
  Pearce Financial
  Winter Haven, FL
• 03/2022 → 06/2023
  Retirement Resources Of Central Florida
  Winter Haven, FL
• 06/2023 → Present
  Amerity Wealth Management
  Winter Haven, FL
• 06/2023 → Present
  Amerity Financial
  Winter Haven, FL
• 03/2024 → Present
  Instacart
  Winterhaven, FL

Previous Registrations

• 2020-09-02 → 2023-12-31
  Pearce Financial
  Winter Haven, FL
  Winter Haven, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-06-04
• S66 Uniform Combined State Law Examination
  2018-01-26

Other Names

• Lance Michael Pearce