Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Branson? Claim Your ProfileBranson C. Butler is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Branson has been in the financial services industry since 2006. Branson has been registered with the state of Texas since 2015. Branson has been a registered principal since 2015. Branson has a wide range of experience in financial services, including portfolio management, investment advisory services, and retirement planning. Branson has been associated with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2015. Branson was previously associated with USAA FINANCIAL ADVISORS, INC. and USAA INVESTMENT MANAGEMENT COMPANY. Branson is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
11/19/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FRISCO TX)
TX
08/31/2007 - 10/29/2015
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
AZ
07/27/2007 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (PHOENIX AZ)
NC
07/11/2006 - 07/10/2007
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
IA
Issued 05/01/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/04/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/26/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/10/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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