Advisor at Amerity Wealth Management, LLC
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Firm
Amerity Wealth Management, LLC
Location
Lakeland, FL 33813
Credentials
Series 63, Series 65
Industry experience
40 years
Brian Pearce is a financial advisor with Amerity Wealth Management, LLC in Winter Haven, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include leadership at his own firm, Pearce Financial, as well as positions at Retirement Resources of Central Florida, World Equity Group, Inc., and The Retirement Group, LLC. In addition to his advisory work, Pearce is an insurance professional who presents seminars related to annuity products. Amerity Wealth Management is a multi-advisor registered investment adviser serving individuals, high-net-worth households, businesses, trusts, and plan sponsors. The firm offers discretionary asset management, modular financial planning, and specialized services including UK expatriate pension transfers, utilizing third-party model managers and a variety of investment vehicles to implement individualized portfolio strategies.
Based on Amerity Wealth Management, LLC
Financial planning flat fees up to $1,500 for net worth under $500,000; $3,000 for $500,000 to $1,000,000; $5,000 for over $1,000,000.
$0 - $750,000: 2.10% $750,001 - $2,000,000: 1.60% $2,000,001+: 1.10%
Insurance product commissions typically range between 5% and 10% of the total purchase of the insurance product.
Up to $300 per hour for financial planning and consulting services.
4740 Cleveland Heights Boulevard, Suite 5
Lakeland, FL 33813
Florida
Amerity Financial
2023 - Present (3 years)
Amerity Wealth Management
2023 - Present (3 years)
Retirement Resources of Central Florida
2022 - 2023 (1 year)
World Equity Group,Inc.
2019 - 2021 (2 years)
Elite Retirement Advisors,LLC
2019 - 2021 (2 years)
TCM Securities, Inc
2018 - 2019 (1 year)
The Retirement Group, LLC
2013 - 2018 (5 years)
FSC Securitied Corporation
2012 - 2018 (6 years)
Brian S. Pearce, DBA Pearce Financial
1991 - 2023 (32 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®, Series 66
Winter Haven, FL
EmeraldSpark Investments
Series 63, Series 65
Winter Haven, FL
IPLAN
CFP®, Series 63
Lakeland, FL
Henley Advisors, LLC
Series 63, Series 65
Lakeland, FL
Capstone Wealth Management Corp.
CFP®
Lakeland, FL
James I. Black & Company
Series 65
Lakeland, FL
Hurlburt Financial
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