Sierra SwidrakCRD Number: 6675405
Current Firm: Lpl Financial LLC
Sierra Swidrak (CRD# 6675405) is an Investment Advisor Representative working at Lpl Financial LLC in Tigard, OR and has over 5 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
The H Group Washington, Inc.
Securities America Advisors, Inc.
|Lpl Financial LLC||Tigard, OR||Mar 2019 - Current||2|
|Foresters Advisory Services||Beaverton, OR||Jul 2018 - Mar 2019||< 1|
|Foresters Financial Services||Beaverton, OR||Dec 2016 - Mar 2019||2|
|Foresters Financial Services||Beaverton, OR||Jun 2016 - Dec 2016||< 1|
|Tan Republic||Eugenge, OR||Oct 2013 - Jun 2016||2|
|University Of Oregon||Eugene, OR||Sep 2012 - Jun 2016||3|
|Emerald Media Group||Eugenge, OR||Sep 2014 - Jun 2015||< 1|
|10 Barrel Brewing||Bend, OR||Jun 2013 - Sep 2013||< 1|
|Mountain View High School||Bend, OR||Sep 2008 - Sep 2012||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2018|
|S63||Uniform Securities State Law Examination||Aug 2016|
Total Assets Under Management268,834MILLIONS
Total Number of Accounts1,055,189ACCOUNTS
Average Account Value$254,773
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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