Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Orinthal Butler is an investment advisor representative at CWM, LLC. Brian has been in the industry since 2008 and holds licenses in both the State of Texas and Nebraska. Brian has experience working with individuals, high net worth individuals, corporations, pension and profit sharing plans, and other investment advisors. Brian also provides financial planning services to clients.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
1
2
TX
07/25/2022 - Present
CWM, LLC (Houston TX)
TX
08/16/2016 - 07/28/2022
LPL FINANCIAL LLC (HOUSTON TX)
TX
10/01/2012 - 08/25/2016
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
09/11/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
TX
08/05/2010 - 09/10/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
TX
05/22/2008 - 05/05/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (HOUSTON TX)
IA
Issued 11/04/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/20/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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