Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Raymond Butts is an Investment Advisor Representative who has been in the financial services industry since 2017. Robert Raymond Butts is currently registered with Concorde Asset Management, LLC and has previously worked with SCF SECURITIES, INC. and SUNAMERICA SECURITIES, INC. Robert Raymond Butts holds Series 6, 7, 63, and 65 licenses. Robert Raymond Butts specializes in financial planning, pension consulting, and selection of other advisers. Robert Raymond Butts has a diverse client base including high-net-worth individuals, corporations, pension plans, and charitable organizations.
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.
Promoter fees from other advisors
1
2
MI
08/18/2022 - Present
Concorde Asset Management, LLC (ANN ARBOR MI)
CA
10/27/2017 - 08/26/2022
SCF SECURITIES, INC. (Hanford CA)
AZ
11/22/1995 - 07/24/1996
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 12/05/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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