Sierra Butler (CRD# 6935586) is an Investment Advisor Representative working at Merriman in Seattle, WA and has over 5 years of experience in the finance industry. Sierra Butler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merriman Wealth Management, LLC | Seattle, WA | Aug 2020 - Current | 3 |
| Dimensional Fund Advisors | Austin, TX | Mar 2018 - Aug 2020 | 2 |
| Unemployed | Belton, TX | Dec 2017 - Mar 2018 | < 1 |
| Mra Associates | Phoenix, AZ | Sep 2017 - Dec 2017 | < 1 |
| Lunar Reconnaissance Orbiter Camera | Tempe, AZ | Jan 2015 - Dec 2017 | 2 |
| Petsmart Inc. | Phoenix, AZ | Jun 2017 - Aug 2017 | < 1 |
| Avnet Inc. | Phoenix, AZ | May 2016 - Aug 2016 | < 1 |
| Unemployed- Full-time Student | Tempe, AZ | Aug 2014 - Jan 2015 | < 1 |
| Skippers Fish And Chips | Lacey, WA | Jan 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2018 |
- WA
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Total Assets Under Management3,606MILLIONS
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Total Number of Accounts2,370ACCOUNTS
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Average Account Value$1,521,444
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other
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