Sally Kesey (CRD# 7078398) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Eugene, OR and has over 5 years of experience in the finance industry.
CRD# 4299722
Sapient Private Wealth Management, LLC
CRD# 5251001
Commonwealth Financial Network
CRD# 1311841
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Eugene, OR | Feb 2019 - Current | 5 |
Wieden + Kennedy | Portland, OR | Sep 2017 - Feb 2019 | 1 |
Blount International | Portland, OR | Jun 2016 - Sep 2017 | 1 |
Nancy Sikora Cpa LLC | Eugene, OR | Aug 2014 - Jun 2016 | 1 |
University Of Oregon | Eugene, OR | Sep 2012 - Jun 2016 | 3 |
Blount International | Portland, OR | Jun 2015 - Sep 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2019 |
- CA
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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