Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Angelo Butler is a financial advisor registered with LPL Financial LLC in Woodland Hills, California. Derek has been in the financial services industry since 2000. Derek has experience with WADDELL & REED, AVANTAX INVESTMENT SERVICES, INC., ALLSTATE FINANCIAL SERVICES, LLC, EQUITY SERVICES, INC., and MORGAN STANLEY DW INC. Derek also holds Series 7, 63, and 65 licenses.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
07/21/2021 - Present
LPL Financial LLC (WOODLAND HILLS CA)
CA
04/13/2020 - 07/21/2021
WADDELL & REED (WOODLAND HILLS CA)
CA
04/23/2015 - 04/15/2020
AVANTAX INVESTMENT SERVICES, INC. (Westlake Village CA)
CA
07/31/2012 - 04/16/2015
ALLSTATE FINANCIAL SERVICES, LLC (CANYON COUNTRY CA)
CA
05/08/2003 - 04/24/2010
EQUITY SERVICES, INC. (BURBANK CA)
NY
08/25/2000 - 03/10/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 08/30/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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