Sierra Smith (CRD# 7373331) is an Investment Advisor Representative working at Blue Marble Investments in San Luis Obispo, CA and has over 2 years of experience in the finance industry.
CRD# 1633454
Lpl Financial LLC
CRD# 6342307
San Luis Wealth Advisors
CRD# 4781575
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Oct 2021 - Current | 2 |
| Blue Marble Investments, LLC | San Luis Obispo, CA | Oct 2021 - Current | 2 |
| Blue Marble Investments | San Luis Obispo, CA | Apr 2021 - Current | 3 |
| California Polytechnic State University | San Luis Obispo, CA | Sep 2017 - Jun 2021 | 3 |
| Clima Y Cafe | West Layfaette, IN | Jul 2020 - Apr 2021 | < 1 |
| Scout Coffee | San Luis Obispo, CA | Jan 2020 - Jan 2021 | 1 |
| Unemployeed | Parker, CO | Jun 2017 - Aug 2017 | < 1 |
| Legend High School | Parker, CO | May 2012 - May 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2021 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2022 |
- CA
- TX
-
Total Assets Under Management146MILLIONS
-
Total Number of Accounts241ACCOUNTS
-
Average Account Value$606,731
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
CA, CO, IL, LA, MA, MD, ME, NC, NH, NY, OR, PA, TX, VA, WA
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