Paige W. 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 52, Series 14, Series 24, Series 53 and Series 27 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Paige Wyman Pierce's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 13, 2022 - Present
PIERCE WEALTH PARTNERS, INC.
Office #1: 6300 Ridglea Place Suite 508, Fort Worth, TX 76116April 1, 2021 - Present
BLEY INVESTMENT GROUP, INC.
Office #1: 6300 Ridglea Place Suite 508, Fort Worth, TX 76116August 30, 2021 - January 3, 2022
STRATOS WEALTH ADVISORS LLC
November 3, 2020 - April 1, 2021
MCLAUGHLIN RYDER INVESTMENTS, INC.
April 1, 2020 - April 1, 2021
MCLAUGHLIN RYDER INVESTMENTS, INC.
June 21, 2017 - March 31, 2020
LARIMER CAPITAL CORPORATION
February 9, 2001 - March 20, 2017
R.W. SMITH & ASSOCIATES, LLC
October 17, 1994 - September 21, 2000
AGINCOURT, LTD.
May 23, 1994 - October 17, 1996
R.W. SMITH & ASSOCIATES, LLC
October 17, 1990 - October 1, 1992
R.W. SMITH & ASSOCIATES, LLC
April 23, 1990 - September 11, 1990
ROSS, SINCLAIRE & ASSOCIATES, LLC
October 30, 1989 - March 26, 1990
LASALLE FINANCIAL SERVICES, INC.
September 18, 1985 - June 7, 1989
R.W. SMITH & ASSOCIATES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(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)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
PIERCE WEALTH PARTNERS, INC.
CRD#: 315147 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 64 |
| AUM (Assets Under Management) | $ 58,290,440 |
Red Flags
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