Pierre Bigby

BIGBY FINANCIAL PLANNING

Lewis Center, OH

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CRD#: 3063628

Professional summary

Pierre Bigby, CFP® is a registered financial advisor currently at BIGBY FINANCIAL PLANNING, LLC located in Lewis Center, Ohio.

Pierre is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Pierre has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Pierre Bigby'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®

CFP^®

Certified Financial Planner

Start date: 2000

Experience

Current

March 31, 2009 - Present

BIGBY FINANCIAL PLANNING, LLC

RIA

CRD#: 130267

Lewis Center, OH

Past

February 16, 2005 - December 31, 2006

VAWTER FINANCIAL LTD

RIA

CRD#: 108830

COLUMBUS, OH

Past

April 5, 2004 - December 31, 2004

VAWTER FINANCIAL LTD

RIA

CRD#: 108830

COLUMBUS, OH

Past

January 17, 2001 - March 29, 2005

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

FAIRFIELD, IA

Past

July 7, 1998 - January 22, 2001

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

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

Ohio
(3/31/2009)

IAR

Texas
(4/18/2022)

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 66

Date: 10/16/2003

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 7/6/1998

General Securities Representative Examination

Current Firm

BIGBY FINANCIAL PLANNING, LLC

CRD#: 130267 / SEC#:

Ohio

Registered Investment Advisory firm - (3/23/2009 Approved)

Texas

Registered Investment Advisory firm - (3/25/2022 Conditional Restricted)

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Contact information

Main Address

Lewis Center, OH

Mailing Address

Phone number

(614) 568-7768

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	143
AUM (Assets Under Management)	$ 22,076,893

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Pierre Bigby

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Pierre Bigby's CRS (Customer Relationship Summary).

Certified licenses

Experience

BIGBY FINANCIAL PLANNING, LLC

VAWTER FINANCIAL LTD

VAWTER FINANCIAL LTD

CAMBRIDGE INVESTMENT RESEARCH, INC.

WALNUT STREET SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/16/2003

Series 7

Date: 7/6/1998

Current Firm

BIGBY FINANCIAL PLANNING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BIGBY FINANCIAL PLANNING, LLC

TRUST BUT VERIFY

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