Robert F. Pierson

PIERSON WEALTH MANAGEMENT

ATLANTA, GA 30327

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CRD#: 1257409

Professional summary

Robert Franklin Pierson, CFP® is a registered financial advisor currently at PIERSON WEALTH MANAGEMENT located in Atlanta, Georgia.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Robert has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 15, Series 5, Series 3, Series 7 and Series 8 exams.

Question & Answer

What are your service offerings?

Retirement Planning

Investment Planning

How do you get paid?

Fee Only

Are you a "fiduciary"?

Yes

Aliases

None

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.

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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Franklin Pierson's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 1999

Experience

Current

April 16, 2018 - Present

PIERSON WEALTH MANAGEMENT

Office #1: 1380 W. Paces Ferry Road Nw Suite 2105, Atlanta, GA 30327

RIA

CRD#: 293206

ATLANTA, GA

Past

February 13, 2013 - April 2, 2018

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

ATLANTA, GA

Past

February 13, 2013 - April 2, 2018

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

ATLANTA, GA

Past

January 2, 2009 - February 13, 2013

MORGAN KEEGAN & COMPANY, LLC

RIA

CRD#: 4161

ATLANTA, GA

Past

January 2, 2009 - February 13, 2013

MORGAN KEEGAN & COMPANY, LLC

CRD#: 4161

ATLANTA, GA

Past

March 3, 2006 - January 21, 2009

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

ATLANTA, GA

Past

February 17, 2006 - January 21, 2009

RBC CAPITAL MARKETS, LLC

CRD#: 31194

ATLANTA, GA

Past

April 17, 2003 - March 4, 2006

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

ATLANTA, GA

Past

July 31, 1993 - March 4, 2006

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

ATLANTA, GA

Past

December 5, 1988 - July 31, 1993

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

April 18, 1984 - December 14, 1988

THOMSON MCKINNON SECURITIES INC.

CRD#: 829

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".

PIERSON WEALTH MANAGEMENT

PIERSON WEALTH | RFP FINANCIAL GROUP, LLC | RFP ASSET MANAGEMENT | PIERSON WEALTH MANAGEMENT

CRD#: 293206 / SEC#: 801-112676

RIA

Registered Investment Advisory firm - (3/22/2018 Approved)

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
(4/16/2018)

IAR

Texas
(3/28/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/22/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/18/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 4/2/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 15

Date: 1/4/1988

Foreign Currency Options Examination

General Industry/Product Exam

Series 5

Date: 1/4/1988

Interest Rate Options Examination

General Industry/Product Exam

Series 3

Date: 5/2/1984

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 4/14/1984

General Securities Representative Examination

Principal/Supervisory Exam

Series 8

Date: 12/10/1987

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

PIERSON WEALTH MANAGEMENT

PIERSON WEALTH | RFP FINANCIAL GROUP, LLC | RFP ASSET MANAGEMENT | PIERSON WEALTH MANAGEMENT

CRD#: 293206 / SEC#: 801-112676

RIA

Registered Investment Advisory firm - (3/22/2018 Approved)

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Contact information

Main Address

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

Mailing Address

Phone number

(404) 233-7272

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE (4/16/2025)

FORM ADV PART 2A (4/16/2025)

Regulatory assets under management

Total Number of Accounts	1,500
AUM (Assets Under Management)	$ 361,879,757

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.

Contact information

xxxxx@xxxx.xxx

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Robert F. Pierson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Franklin Pierson's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

MORGAN KEEGAN & COMPANY, LLC

MORGAN KEEGAN & COMPANY, LLC

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

LEHMAN BROTHERS INC.

THOMSON MCKINNON SECURITIES INC.

Primary Firm SEC Registration

PIERSON WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 2/22/1993

Series 63

Date: 4/18/1984

SIE

Date: 4/2/2018

Series 15

Date: 1/4/1988

Series 5

Date: 1/4/1988

Series 3

Date: 5/2/1984

Series 7

Date: 4/14/1984

Series 8

Date: 12/10/1987

Current Firm

PIERSON WEALTH MANAGEMENT

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PIERSON WEALTH MANAGEMENT

TRUST BUT VERIFY

Contact information

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