Diana ButlerCRD Number: 7043288
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Diana Butler (CRD# 7043288) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fort Worth, TX and has over 3 years of experience in the finance industry.
Hedgefield Wealth Management
Charles Schwab & Company, Inc.
Charles Schwab & Company, Inc.
|Bank Of America, N.a.||Fort Worth, TX||Jan 2019 - Current||4|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Fort Worth, TX||Nov 2018 - Current||4|
|Bank Of America Merchant Services||Farmers Branch, TX||Jul 2015 - Nov 2018||3|
|Alphastaff||Fort Worth, TX||Jul 2015 - Jan 2016||< 1|
|Bank Of America, N.a.||Fort Worth, TX||Aug 2013 - Jul 2015||1|
|America Pcs- Boost Mobile Sprint||Dallas, TX||Jan 2010 - Jun 2013||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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