Carl J. PierceLPL Registered Administrative Associate
Carl began his career as a financial registered representative in 1980. Nearly 40 years later Carl continues to work with his clients on a daily basis. He is a natural mentor and is able to provide guidance to clients regardless of their stage of life. Carl offers his wealth management services from his offices located within Members 1st Credit Union and Siskiyou Central Credit Union.
Carl’s experience is not exclusive to the time he has been a financial registered representative. He is a U.S. Air Force veteran and currently is a volunteer with the U.S. Coast Guard holding various ranks during the last decade. When he is not serving our country or his clients, Carl enjoys being an active participant in the community of the Church of the Nazarene in Redding.
Some of Carl’s additional past (and present) endeavors include his membership with Lions Club International, participation with Living Hope Compassion Ministries, and his work at the Cascade Theatre. A wonderful kid at heart, Carl has been a member within the Shasta High School Music Department and a leader of student trips to Europe.
A good financial registered representative can relate to his clients through understanding the unique aspects of each of their lives. Carl’s travels and endeavors have given him wisdom to understand people in a personal way. This understanding is a central theme in the advice that he offers.
The financial professionals associated with Rubicon Advisors are registered representatives with, and securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Investment advice offered through Rubicon Advisors, a registered investment advisor and separate entity from LPL Financial. Members 1st Credit Union is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Rubicon Advisors, and may also be employees of Members 1st Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Members 1st Credit Union or Rubicon Advisors. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.