Unclaimed
David Paul Butler is a financial advisor with Dimensional Fund Advisors LP in Austin, Texas. David has been in the securities industry since 1993. David has a Series 7, Series 24, and Series 63 license as well as the SIE exam. David is a Chartered Financial Analyst. David is registered with the State of Texas and 51 other states. David previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, New York.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
09/10/2009 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
NY
02/25/1993 - 09/02/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 02/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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