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Robert Franklin Pierson

Pierson Wealth Management

Atlanta, GA

CRD 1257409

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Employer firm

Pierson Wealth Management CRD 293206

$192M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Pierson Wealth Management

1380 W. Paces Ferry Road Nw Suite 2105, Atlanta, GA 30327 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-03-28
GA RA APPROVED 2018-04-16
  • TX RA
    APPROVED
    Since 2019-03-28
  • GA RA
    APPROVED
    Since 2018-04-16

Branch Locations

1380 W. Paces Ferry Road Nw Suite 2105, Atlanta, GA 30327 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James & Associates, Inc. Atlanta GA 02/2013 04/2018
Pierson Wealth Atlanta GA 04/2018 Present
Previous Registrations
Other Businesses

NAME OF BUSINESS : PIERSON FARM ADDRESS: OXORD, CULLODEN, GA NATURE OF THE BUSINESS: BUSINESS OWNER POSITION/TITLE: OFFICER - CEO INVESTMENT RELATED: ADDRESS: OXORD, 1215 START DATE: 02/01/2007 HOURS PER MONTH DEVOTED TO THIS BUSINESS: 1 HOURS PER MONTH DEVOTED TO THIS BUSINESS DURING TRADING HOURS: 1 DESCRIPTION OF DUTIES: FARMING

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-02-22
S63 Uniform Securities Agent State Law Examination 1984-04-18
  • S65 Uniform Investment Adviser Law Examination
    1993-02-22
  • S63 Uniform Securities Agent State Law Examination
    1984-04-18
Designations
  • Certified Financial Planner

View on SEC IAPD

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