WP
William G. Pier
BARTON FINANCIAL GROUP LLC
Bellville, TX
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CRD#: 7259437
WP
Professional summary
William Gerard Pier is a registered financial advisor currently at BARTON FINANCIAL GROUP LLC located in Bellville, Texas.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. William has worked at 1 firm and has passed the Series 65 exam.
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.
CRS (Client Relationship Summary) - RIA
Click below to view William Gerard Pier'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
July 17, 2024 - Present
BARTON FINANCIAL GROUP LLC
RIA
CRD#: 325215
Bellville, TX
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
Texas(7/17/2024)
Current Firm
BF
BARTON FINANCIAL GROUP LLC
BARTON FINANCIAL GROUP LLC
CRD#: 325215 / SEC#:
Texas
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Contact information
Main Address
107 S. Main Street Unit A, Kyle, TX 78640
Mailing Address
Phone number
(512) 686-7589
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 211 |
| AUM (Assets Under Management) | $ 24,993,834 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
