PP
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
2 advisors
Number of Clients
36 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$58.3M
Areas of Practice
Investment ManagementInsurance Planning
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Advisor Information
Office location
6300 Ridglea Place, Suite 508, Fort Worth, TX, 76116
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paige is the Owner, President, and CEO of Pierce Wealth Partners, Inc., a registered investment firm, and spends about a quarter of her time on it. She is also a licensed insurance agent for life, accident, health, and HMO products, dedicating a few hours per week to this activity, and is involved with several other companies in board member or consulting roles.
Employment History
Current Registrations
Pierce Wealth Partners, INC.
April 2022 - Present · 3 yrs 9 mos
Bley Investment Group, INC.Broker
April 2021 - Present · 4 yrs 9 mos
Previous Registrations
Stratos Wealth Advisors LLC
August 2021 - January 2022 · 5 mos
Mclaughlin Ryder Investments, INC.
November 2020 - April 2021 · 5 mos
Mclaughlin Ryder Investments, INC. Broker
April 2020 - April 2021 · 1 yr
Larimer Capital Corporation Broker
June 2017 - March 2020 · 2 yrs 9 mos
R.W. Smith & Associates, LLCBroker
February 2001 - March 2017 · 16 yrs 1 mo
Agincourt, Ltd.Broker
October 1994 - September 2000 · 5 yrs 11 mos
R.W. Smith & Associates, INC.Broker
May 1994 - October 1996 · 2 yrs 5 mos
R.W. Smith & Associates, INC.Broker
October 1990 - October 1992 · 2 yrs
Ross, Sinclaire & Associates, INC.Broker
April 1990 - September 1990 · 5 mos
Exchange Securities CORP.Broker
October 1989 - March 1990 · 5 mos
R.W. Smith & Associates, INC.Broker
September 1985 - June 1989 · 3 yrs 9 mos
State Registrations15 states
AZCACOCTDEFLINMAMDNYOHTXUTVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.