DP
Dexter I. Pierce
IMPACT PARTNERSHIP WEALTH
DECATUR, GA
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CRD#: 1193499
DP
Professional summary
Dexter Irvin Pierce, who also goes by Dexter Irvin Pierce Sr, is a registered financial advisor currently at IMPACT PARTNERSHIP WEALTH, LLC located in Decatur, Georgia.
Dexter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Dexter has worked at 12 firms and has passed the Series 65, Series 63, Series 7, Series 22, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Dexter Irvin Pierce Sr
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) COOK, PIERCE FINANCIAL MANAGEMENT, INC; INVESTMENT-RELATED; 3737 CHERRY RIDGE BOULEVARD, DECATUR, GA 30034; FINANCIAL PLANNING, FINANCIAL CONSULTING, INSURANCE SALES; OWNER; ESTABLISHED IN 1989 AS COOK, PIERCE & CO.; 50% OF MY TIME, BOTH DURING AND AFTER TRADING HOURS ARE SPENT DEVELOPING AND SERVICING CLIENTS FOR VARIOUS INSURANCE / FINANCIAL SERVICES. 2) ADULT FINANCIAL EDUCATION SERVICES, INC.; INVESTMENT-RELATED; NON-PROFIT ADULT FINANCIAL EDUCATION PROVIDER; VOLUNTEER INSTRUCTOR; START DATE: 3/2022; APPROXIMATELY 5 HRS/MO OUTSIDE TRADING HOURS; TEACH FINANCIAL MANAGEMENT CONCEPTS. 3) AMERICAN RETIREMENT INSTITUTE LLC.; INVESTMENT-RELATED; NON-PROFIT ADULT FINANCIAL EDUCATION PROVIDER; VOLUNTEER INSTRUCTOR; START DATE: 3/2022; APPROXIMATELY 5 HRS/MO OUTSIDE TRADING HOURS; TEACH FINANCIAL MANAGEMENT CONCEPTS. 4) CLAYTON COUNTY EOA, INC.; NOT INVESTMENT-RELATED; MORROW, GA; NON-PROFIT COMMUNITY ACTION COMMITTEE; BOARD MEMBER; START DATE: 04/2019; APPROXIMATELY 1 HR/MO OUTSIDE TRADING HOURS; SERVE AS A MEMBER OF THE BOARD OF DIRECTORS. 5) UNITED FINANCIAL FREEDOM; NOT INVESTMENT RELATED; DECATUR, GA; DEBT ELIMINATION CONSULTING SERVICES; AGENT; 6/2023; 15HRS/MO DEVOTED; 10HRS/MO DEVOTED DURING SECURITY TRADING HOURS. MARKETING AND SALES OF A DEBT ELIMINATION SOFTWARE. 6) COOK PIERCE/DENTAL IMPACT; NOT INVESTMENT RELATED; DECATUR, GA; BUSINESS CONSULTING SERVICES; ADVISOR; 7/25/2023; 30HRS/MO DEVOTED; 10HRS/MO DEVOTED DURING SECURITY TRADING HOURS; MARKETING AND SALES TO DENTAL PRACTICES.
CRS (Client Relationship Summary) - RIA
Click below to view Dexter Irvin Pierce's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 22, 2022 - Present
IMPACT PARTNERSHIP WEALTH, LLC
RIA
CRD#: 313928
DECATUR, GA
Past
September 8, 2003 - October 22, 2004
WORLD INVESTMENTS, LLC
BD
CRD#: 20626
LINCROFT, NJ
Past
March 18, 2003 - October 1, 2003
CONSUMER CONCEPTS INVESTMENTS, INC.
BD
CRD#: 26167
AUSTELL, GA
Past
June 7, 2000 - October 12, 2001
LEGACY FINANCIAL SERVICES, INC.
BD
CRD#: 38697
PETALUMA, CA
Past
January 28, 1998 - October 19, 1998
MONY SECURITIES CORPORATION
BD
CRD#: 4386
NEW YORK, NY
Past
December 9, 1996 - November 26, 1997
WMA SECURITIES, INC.
BD
CRD#: 32625
DULUTH, GA
Past
June 14, 1995 - September 5, 1995
WADDELL & REED
BD
CRD#: 866
OVERLAND PARK, KS
Past
January 10, 1994 - December 14, 1994
FIRST AFFILIATED SECURITIES
BD
CRD#: 23737
LA JOLLA, CA
Past
September 1, 1993 - December 10, 1993
CHATFIELD DEAN & CO., INC.
BD
CRD#: 14714
GREENWOOD VILLAGE, CO
Past
June 23, 1992 - June 1, 1993
FSC SECURITIES CORPORATION
BD
CRD#: 7461
ATLANTA, GA
Past
April 11, 1990 - January 1, 1992
GUARDIAN INVESTOR SERVICES LLC
BD
CRD#: 6635
NEW YORK, NY
Past
September 29, 1987 - November 22, 1988
FOCUS SECURITIES, INC.
BD
CRD#: 15023
Past
June 23, 1986 - October 13, 1987
FSC SECURITIES CORPORATION
BD
CRD#: 7461
Past
October 12, 1983 - February 3, 1986
WADDELL & REED
BD
CRD#: 866
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IP
IMPACT PARTNERSHIP WEALTH, LLC
ATLAS RETIREMENT | WARNER FINANCIAL | VISION WEALTH | TROYER WEALTH, LLC | THE DIRECT EFFECT | SUMMIT WEALTH STRATEGIES, LLC | SANDS FINANCIAL SERVICES | RIEDMILLER WEALTH MANAGEMENT | REDDING WEALTH LLC | PHOENIX WEALTH MANAGEMENT | PATRIA WEALTH | OWENS FINANCIAL GROUP, LLC | ONE FAMILY FINANCIAL | NEW PERSPECTIVE FINANCIAL SERVICES | IMPACT WEALTH MANAGEMENT, LLC | IMPACT PARTNERSHIP WEALTH, LLC | HODGES INVESTMENT ADVISORY REPRESENTATIVE | HEART FINANCIAL GROUP | DIAMOND HEAD FINANCIAL ADVISORY D/B/A BLUE CHIP FINANCIAL GROUP, INC. | CRANBERRY FINANCIAL | COOK, PIERCE FINANCIAL MANAGEMENT | CANNON FINANCIAL GROUP | CAMERON WEALTH GROUP | BRIDGES WEALTH PRESERVATION, INC. | BERTRAND RETIREMENT SOLUTIONS, LLC | BEE FINANCIAL PARTNERS
CRD#: 313928 / SEC#: 801-121239
RIA
Registered Investment Advisory firm - (5/24/2021 Approved)Maryland
Registered Investment Advisory firm - (10/18/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Georgia(12/22/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
IP
IMPACT PARTNERSHIP WEALTH, LLC
ATLAS RETIREMENT | WARNER FINANCIAL | VISION WEALTH | TROYER WEALTH, LLC | THE DIRECT EFFECT | SUMMIT WEALTH STRATEGIES, LLC | SANDS FINANCIAL SERVICES | RIEDMILLER WEALTH MANAGEMENT | REDDING WEALTH LLC | PHOENIX WEALTH MANAGEMENT | PATRIA WEALTH | OWENS FINANCIAL GROUP, LLC | ONE FAMILY FINANCIAL | NEW PERSPECTIVE FINANCIAL SERVICES | IMPACT WEALTH MANAGEMENT, LLC | IMPACT PARTNERSHIP WEALTH, LLC | HODGES INVESTMENT ADVISORY REPRESENTATIVE | HEART FINANCIAL GROUP | DIAMOND HEAD FINANCIAL ADVISORY D/B/A BLUE CHIP FINANCIAL GROUP, INC. | CRANBERRY FINANCIAL | COOK, PIERCE FINANCIAL MANAGEMENT | CANNON FINANCIAL GROUP | CAMERON WEALTH GROUP | BRIDGES WEALTH PRESERVATION, INC. | BERTRAND RETIREMENT SOLUTIONS, LLC | BEE FINANCIAL PARTNERS
CRD#: 313928 / SEC#: 801-121239
RIA
Registered Investment Advisory firm - (5/24/2021 Approved)Maryland
Registered Investment Advisory firm - (10/18/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1688 White Circle Nw, Marietta, GA 30066
Mailing Address
Phone number
(800) 380-5040
Established
Firm type
Fiscal year end
# of Employees
78
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 10,237 |
| AUM (Assets Under Management) | $ 1,682,147,707 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
