Paige Wyman Pierce
Professional Summary
Paige Wyman Pierce, who also goes by Paige Wyman Smith, is a registered financial advisor currently at PIERCE WEALTH PARTNERS, INC. located in Fort Worth, Texas and BLEY INVESTMENT GROUP, INC. located in Fort Worth, Texas. Paige is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Paige has worked at 9 firms and has passed the Series 66, Series 99TO, SIE, Series 7, Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Paige Wyman Smith
Similar Advisors
BRAZOS WEALTH ADVISORS LLC
LPL FINANCIAL LLC
EDWARD JONES
MONEY CONCEPTS CAPITAL CORP
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
BRAZOS WEALTH ADVISORS LLC
LPL FINANCIAL LLC
EDWARD JONES
MONEY CONCEPTS CAPITAL CORP
Contact Information
xxxxx@xxxx.xxx
Similar Advisors
BRAZOS WEALTH ADVISORS LLC
LPL FINANCIAL LLC
EDWARD JONES
MONEY CONCEPTS CAPITAL CORP
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
BRAZOS WEALTH ADVISORS LLC
LPL FINANCIAL LLC
EDWARD JONES
MONEY CONCEPTS CAPITAL CORP
Years of Experience
41 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
BRAZOS WEALTH ADVISORS LLC
LPL FINANCIAL LLC
EDWARD JONES
MONEY CONCEPTS CAPITAL CORP
Current Firm
BLEY INVESTMENT GROUP, INC. | PIERCE WEALTH PARTNERS, INC.
Contact Information
Main Address
6300 Ridglea Place Suite 508, Fort Worth, TX 76116Phone Number
(817) 732-2442# of Employees
5Documents
Regulatory Assets Under Management
Total Number of Accounts
51AUM (Assets Under Management)
$68,680,014Similar Advisors
BRAZOS WEALTH ADVISORS LLC
LPL FINANCIAL LLC
EDWARD JONES
MONEY CONCEPTS CAPITAL CORP
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
BRAZOS WEALTH ADVISORS LLC
LPL FINANCIAL LLC
EDWARD JONES
MONEY CONCEPTS CAPITAL CORP
State Registrations and Notice Filings
(4/1/2021)
(4/21/2021)
(4/21/2021)
(1/31/2024)
(12/5/2024)
(11/17/2021)
(12/2/2021)
(9/22/2021)
(4/21/2021)
(8/9/2023)
(2/13/2023)
(4/21/2021)
(4/22/2021)
(4/1/2021)
(4/13/2022)
(9/8/2021)
(2/23/2024)
(2/23/2024)
(4/19/2024)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
Similar Advisors
BRAZOS WEALTH ADVISORS LLC
LPL FINANCIAL LLC
EDWARD JONES
MONEY CONCEPTS CAPITAL CORP
CRS (Client Relationship Summary) - RIA
Click below to view Paige Wyman Pierce's CRS (Customer Relationship Summary).
Similar Advisors
BRAZOS WEALTH ADVISORS LLC
LPL FINANCIAL LLC
EDWARD JONES
MONEY CONCEPTS CAPITAL CORP