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Billy Wayne Pierson

Advisor at LPL Financial — Hereford, TX

Updated today

Credentials

Series 63, Series 66

Experience

22 years

Location

Hereford, TX 79045

LPL Financial logo

LPL Financial

Institution

Total advisors

22,678

Across 10,420 offices

Clients per advisor

87 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Billy Pierson is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones and Raymond James Financial Services. Outside of his advisory work, he is involved in a family business operating AutoMax CarWash. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Hereford, TX

436 Schley Ave

Hereford TX 79045

Advisors at this office

2

Most active in

New Mexico · Texas

Work history

22 years of industry experience

LPL Financial

2025 - Present • 1 year

Hereford, TX

Highground Investments LLC

2021 - Present • 5 years

Hereford, TX

Longstreet Wealth Management, LLC

2021 - Present • 5 years

Hereford, TX

Raymond James Financial Services, Inc.

2021 - 2025 • 4 years

Hereford, TX

Raymond James Financial Services Advisors, Inc.

2021 - 2025 • 4 years

Hereford, TX

Edward Jones

2004 - 2021 • 17 years

St Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Julian C

Series 66, Series 65

Hereford, TX

Ironwood Investment Group LLC

Julian Castro is a financial advisor with Ironwood Investment Group LLC, holding Series 65 and Series 66 credentials and starting his industry experience in 2025. Prior to his advisory role, he worked as an assistant manager in retail sales at Walmart. He is also a full-time student. Ironwood Investment Group LLC provides discretionary and non-discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm applies a combination of fundamental, technical, charting, and cyclical analysis and offers strategies including long-term holdings, option writing, derivatives, and margin trading.

Options & derivatives strategies Cash flow / budgeting
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Joe G

Series 63, Series 65

Hereford, TX

Valic Financial Advisors

Joe Green is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Valic Financial Advisors since 2018 and previously spent three years with Davidson Oil Company, where he continues to serve as a part-time project consultant. Outside of finance, he has also worked seasonally in retail customer service. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors and utilizes discretionary unified managed accounts with third-party model managers.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy

Donald P

Series 66

Hereford, TX

LPL Financial

Donald Pittman Jr. is a financial advisor with LPL Financial in Hereford, TX, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2026, he worked at Edward Jones for seven years and operated a CPA practice. Outside of advising, he serves as the Agent of Record for state filings for a client and is involved with residential rental property through a family-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party providers.

College savings (529s, UTMA, etc.)

Kevin K

CFP®, Series 63, Series 66

Hereford, TX

Edward Jones

Kevin Knight is a CFP®-designated financial advisor with Edward Jones in Hereford, TX, where he has worked since 2002, accumulating 23 years of industry experience. Outside of his advisory role, he is a partner in the Knight Family Partnership, involved with ranch land and mineral income in Era, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General estate planning guidance Retirement withdrawal strategies Retired Founder/Business Owner Executive

Logan P

Series 66

Hereford, TX

Edward Jones

Logan Palmer is a Series 66-credentialed financial advisor with over nine years of industry experience. He has been with Edward Jones since 2016, with a brief prior role at Pak-A-Sak. Palmer is based in Hereford, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services. The firm manages approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Educators, Teachers, and Academics
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Joel M

Series 66

Hereford, TX

Edward Jones

Joel Montes is a financial advisor at Edward Jones with a Series 66 designation and experience in the financial industry since 2026. Prior to joining Edward Jones, he worked six years at Amarillo National Bank and held various roles in education and retail. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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