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PEARSON FINANCIAL SERVICES

PEARSON AND ASSOCIATES, LLC

CRD 130143

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586 MAIN ST, DENNIS, MA, 02638, United States

Phone

508-385-7925

Fax

508-385-6094

Registration

— (—)

Source

State registered

Total AUM

Discretionary AUM

Team

8 total employees; 3 advisory reps; 500 broker-dealer reps

Clients

Fees

Percentage of AUM; Fixed fees; Commissions

Org form

Limited Liability Company

Filing date

2026-02-23

Disciplinary history

No

Services

ASSET ALLOCATION AND PORTFOLIO MONITORING

All web addresses on file

Official SEC filing: View on IAPD