Mary Butler (CRD# 6823519) is an Investment Advisor Representative working at D.a. Davidson & Company in Seattle, WA and has over 6 years of experience in the finance industry.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 6886032
Capital Partners Wealth Management
CRD# 6533806
Harbour Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| D.a. Davidson & Company | Seattle, WA | Jan 2018 - Current | 6 |
| Foresters Financial Services | Renton, WA | Jul 2017 - Dec 2017 | < 1 |
| Western Washington University | Bellingham, WA | Sep 2015 - Jun 2017 | 1 |
| Macy's | Bellingham, WA | Oct 2015 - Jan 2017 | 1 |
| Staples | Monroe, WA | Jun 2015 - Sep 2015 | < 1 |
| Cascadia Community College | Bothell, WA | Sep 2013 - Jun 2015 | 1 |
| Glacier Peak High School | Snohomish, WA | Sep 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2017 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2018 |
- WA
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Total Assets Under Management27,925MILLIONS
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Total Number of Accounts81,264ACCOUNTS
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Average Account Value$343,638
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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