Lee H. Pierce
Retirement Plan Specialist
- CPA - Certified Public Accountant
- AIF - Accredited Investment Fiduciary
- CMA - Certified Management Accountant
- 401k & qualified plan solutions including; plan design, fee benchmarking, provider searches, investment advisory and fiduciary compliance
- Member of Retirement Plan Advisory Group (RPAG) - an organization dedicated to the retirement plan consulting business consisting of 740 advisors representing 370 firms in 45 states dedicated to serving in excess of 21,000 retirement plans with $86 billion in collective retirement plan assets under advisement. This valuable affiliation provides robust knowledge, expertise and ingenuity
- Ability to serve in fiduciary capacity for 401k & qualified retirement plans
- 14 years serving as an independent investment and retirement plan advisor
- 12 years as CFO of a privately held manufacturing company and Divisional Controller of a Fortune 200 company gives Lee a unique perspective of the challenges business owners and executives face from having been "in their shoes"
- Eagle Scout - Boy Scouts of America
- Investment Advisor Representative of Cambridge Investment Research Advisors, Inc.
- Registered Representative of Cambridge Investment Research, Inc.
- FINRA Licenses - Series 6, 7, 63 and 65
- University of Tennessee - Martin, B.S. in Accounting & Agriculture Business
- Who's Who Among Students in American Colleges and Universities
- Executive Management Training Program - Ingersoll Rand Company
- Past Vice President - Tennessee Future Farmers of America
- Past President - University of Tennessee at Martin Future Farmers of America
- Past President - Memphis Chapter of the Institute of Management Accountants
- Past Retirement Plan Product Development Committee - UNIFI Companies
- Member - Longview Point Baptist Church - Hernando, MS
- Board Member - Hernando Parks & Recreation Foundation
- Board Member - Fellowship of Christian Athletes - Northwest Mississippi
