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Mary Butler

8 Years of Experience
Seattle, WA
Broker

Mary Butler is a registered investment advisor at D.A. Davidson & CO., based in Seattle, WA, with 8 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Columbia Center, 701 5th Avenue, Suite 4050, Seattle, WA, 98104

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Mary is a content creator for Mix It Up With Mary, LLC, a non-investment related business, dedicating a few hours per week to this activity. She does not devote time to this activity during securities trading hours.

Employment History
Current Registrations
D.A. Davidson & CO.
August 2018 - Present · 7 yrs 9 mos
D.A. Davidson & CO.
January 2018 - Present · 8 yrs 4 mos
D.A. Davidson & CO.Broker
January 2018 - Present · 8 yrs 4 mos
Previous Registrations
Foresters Financial Services, INC.Broker
August 2017 - December 2017 · 4 mos
State Registrations32 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Mary Butler - Financial Advisor | TrueAdvisor