Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Charles Butterworth is a wealth advisor with over 38 years of experience in the financial services industry. Mark is a Certified Financial Planner and Chartered Financial Consultant. Mark is currently registered with Cetera Investment Advisers LLC and CWM, LLC, in Oklahoma and Texas. Mark provides financial planning, portfolio management, and estate planning to individuals, families, businesses, and institutions.
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.
1
2
OK
06/29/2023 - Present
Cetera Investment Advisers LLC (TULSA OK)
OK
08/01/2002 - 07/16/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (TULSA OK)
CA
02/03/1992 - 08/16/2002
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
TX
05/01/1991 - 02/04/1992
BROKERS TRANSACTION SERVICES, INC. (DALLAS TX)
SC
12/16/1989 - 05/03/1991
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
01/15/1987 - 12/16/1989
LINSCO FINANCIAL GROUP, INC.
NA
12/18/1984 - 01/15/1987
RADFORD CAPITAL CORPORATION
BC
Issued 1/21/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/14/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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