Pierce Anderson

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

• 04/2022 → 04/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 01/2020 → 02/2021
  Northern Arizona University
  Flagstaff, AZ
• 05/2020 → 08/2020
  Sundance
  Gilbert, AZ
• 05/2019 → 08/2019
  Eduprize Schools
  Gilbert, AZ
• 03/2017 → 01/2018
  Fry's Food Stores
  San Tan Valley, AZ
• 08/2018 → 02/2022
  Northern Arizona University
  Flagstaff, AZ
• 06/2014 → 05/2018
  Poston Butte High School
  Gilbert, AZ
• 01/2012 → 02/2017
  Unemployed
  Gilbert, AZ
• 02/2024 → 04/2025
  Bank Of America, N.A
  Gilbert, AZ
• 04/2025 → Present
  Lpl Financial Llc
  Tempe, AZ

Previous Registrations

• 2024-01-29 → 2025-05-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Chandler, AZ
  Gilbert, AZ

Exams

• S66 Uniform Combined State Law Examination
  2023-09-15
• S63 Uniform Securities Agent State Law Examination
  2022-12-01

Designations

• Certified Financial Planner