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Russell Boyd Butler

Diversify Advisory Services, LLC

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About Russell Boyd Butler

Russell Butler is an advisor with Diversify Advisory Services, LLC. Russell has been in the financial services industry since 2004, and his current registrations include Texas and Utah. Russell has a variety of professional designations and has passed several exams. Russell's experience includes providing tax and accounting services for individuals and small businesses, as well as insurance services. Russell is also registered as an insurance agent for several companies. Russell works with clients to create financial plans, and provide portfolio management services. Russell is a member of Butler Insurance Agency, LLC.

Firm Information

Russell Butler is currently registered with Diversify Advisory Services, LLC. Diversify Advisory Services, LLC is a registered investment advisor headquartered in Sandy, UT, with a strong focus on providing comprehensive financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and pension plans. The firm, with over 81 licensed agents and 127 registered representatives, manages over $2.8 billion in assets and offers various advisory services, including financial planning, selection of other advisors, and portfolio management for businesses and individuals.
Diversify Advisory Services, LLC

9017 S RIVERSIDE DR.

SANDY, UT 84070

$2.87B

Assets Under Management

30

Total Clients

106

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Russell Butler’s Registration & Firm History

UT

12/19/2023 - Present

Diversify Advisory Services, LLC (SUITE 303 UT)

UT

12/05/2007 - 06/25/2012

ONEAMERICA SECURITIES, INC. (SALT LAKE CITY UT)

UT

12/10/2004 - 11/06/2007

WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)

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Licenses & Designations

BOTH

Issued 12/30/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/09/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Russell Boyd Butler.
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