Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Butler is a financial advisor with Eastsound Capital Advisors, LLC. Eric is based in Broomfield, Colorado and is registered to provide investment advice in Colorado. He has a wide range of experience in the financial services industry, having previously worked at various firms including ALPS Distributors, Inc., Veritas Independent Partners, LLC, Hatteras Capital, Advisors Asset Management, Inc., Transamerica Capital, Inc., and World Group Securities, Inc. Eric holds various licenses and certifications, including Series 6, 7, 63, 66, and SIE. Eric specializes in working with individual clients, high net worth individuals, charitable organizations, and other investment advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
CO
06/27/2024 - Present
Eastsound Capital Advisors, LLC (Broomfield CO)
CO
09/14/2017 - 10/29/2020
ALPS DISTRIBUTORS, INC. (DENVER CO)
AR
06/28/2017 - 08/22/2017
VERITAS INDEPENDENT PARTNERS, LLC (CONWAY AR)
NC
03/05/2015 - 07/02/2015
HATTERAS CAPITAL (RALEIGH NC)
CO
10/27/2014 - 02/11/2015
ADVISORS ASSET MANAGEMENT, INC. (MONUMENT CO)
CO
06/27/2008 - 11/13/2014
TRANSAMERICA CAPITAL, INC. (DENVER CO)
GA
05/10/2004 - 12/31/2004
WORLD GROUP SECURITIES, INC. (DULUTH GA)
BOTH
Issued 09/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2015
Series 7 - General Securities Representative Examination
BC
Issued 06/26/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Eric Butler is the right advisor for you? Invested Better is here to help.
