Keith Merson (CRD# 4578705) is an Investment Advisor Representative working at Sierra Wealth Advisors in Cool, CA and has over 21 years of experience in the finance industry. Keith Merson 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# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sierra Wealth Advisors | Cool, CA | Sep 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2002 |
- CA
-
Total Assets Under Management8MILLIONS
-
Total Number of Accounts12ACCOUNTS
-
Average Account Value$704,231
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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