Thomas Butler (CRD# 1033101) is an Investment Advisor Representative working at Charter Advisory Corporation in Greenfield, IN and has over 41 years of experience in the finance industry. Thomas 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# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6394717
Sanctuary Advisors, LLC
CRD# 1660255
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charter Advisory Corporation | Greenfield, IN | Mar 2010 - Current | 14 |
| Lpl Financial LLC | Greenfield, IN | Sep 2009 - Current | 14 |
| Butler Ins. Agency, Inc. | Greenfield, IN | Dec 1996 - Current | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1982 |
- IN
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Total Assets Under Management319MILLIONS
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Total Number of Accounts954ACCOUNTS
-
Average Account Value$334,608
- 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
- Selection of other advisers (including private fund managers)
CO, FL, IN, KY, LA, MI, MO, NC, NE, OH, TX
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