Unclaimed
Alan Mitchell Butler is an investment advisor representative with First Command Advisory Services, Inc. in Fort Worth, Texas. Alan has been in the industry since 2019 and has a Series 7TO and Series 66. Alan also holds licenses to provide investment advice in Oklahoma and Texas. Alan is a licensed agent with First Command Insurance Services, Inc. and First Command Financial Planning, Inc. Alan's current employment history also includes positions at Oklahoma Pipe Sales Inc and Marathon Oil Corp. Alan is the owner of two other businesses; Willow Creek Resources, LLC and Alan M Butler Financial Advisor LLC. Alan provides financial planning and portfolio management for individuals and families. Alan's firm, First Command Advisory Services, manages over $22 Billion in assets.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TX
11/23/2020 - Present
First Command Advisory Services (FORT WORTH TX)
BOTH
Issued 03/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/29/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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