RP
RP

Richard Dennis Pearce

23 Years of Experience
Areas of Practice
Retirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
36 clients
Average Client Portfolio
$9.5M average
Assets Under Management
$342.4M
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Location

136 North Church, West Chester, PA, 19380

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History

Regulatory 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.

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Employment History
Current Registrations
Trinity Investment Advisors, LLC
June 2012 - Present · 13 yrs 8 mos
Previous Registrations
Stancorp Investment Advisers, INC.
March 2007 - March 2011 · 4 yrs
Invesmart Advisors INC
January 2001 - March 2007 · 6 yrs 2 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.
Richard Dennis Pearce - Financial Advisor | TrueAdvisor