Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Butler is a financial advisor with over 30 years of experience in the industry. Richard has a wide range of experience, having held positions with several firms including Jefferson Pilot Securities Corporation and L.m. Kohn & Co. Richard is a registered representative in Massachusetts and has passed several professional exams including the Series 6, Series 22, Series 63, Series 65 and the SIE. Richard holds the professional designation of Chartered Financial Consultant. Richard also owns and operates Butler Benefit Brokers Inc. which provides a range of financial services including sales of securities, 401k plans, pensions, and life, disability and health insurance.
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.
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.
Flat commission/execution fee
1
2
MA
01/05/2018 - Present
L.m. Kohn & Co. (Braintree MA)
IN
03/06/1985 - 03/18/1999
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IA
Issued 12/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/05/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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