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Audrey P
Series 66
Santa Clarita, CA
RFG Advisory, LLC
Audrey Pierson is a financial advisor with RFG Advisory, LLC, holding a Series 66 designation and 26 years of industry experience. She has worked with firms including Cetera and LPL Financial and has owned Pierson Wealth Management since 2006. In addition to investment advisory, she is involved in life insurance sales through Clarity to Prosperity. RFG Advisory is a multi-team registered investment adviser serving over 17,000 clients with approximately $8 billion in assets under management. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing a combination of active and passive investment strategies with a focus on risk management.
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