Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bret? Claim Your ProfileBret Butcher has been a registered investment advisor representative since 2007. Bret has experience in the financial services industry with prior roles at Financial Goal Securities, Inc, Edward Jones, YellowBrickRoad Financial Advisors, LLC, and Phoenix American Financial Services, Inc. Currently, Bret is an Investment Advisor Representative with Allworth Financial, LP based in Folsom, California. Bret specializes in providing financial planning, portfolio management, and pension consulting to clients, including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
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.
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.
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CA
07/31/2019 - Present
Allworth Financial, LP (FOLSOM CA)
CA
09/05/2008 - 07/23/2015
FINANCIAL GOAL SECURITIES, INC. (RANCHO MIRAGE CA)
CA
01/22/2007 - 02/14/2008
EDWARD JONES (PALM SPRINGS CA)
BOTH
Issued 03/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/2015
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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