Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Butler is a financial advisor with over 30 years of experience in the financial services industry. Todd is currently registered with LPL Financial LLC and is a registered investment advisor (RIA). Todd has a diverse background in the financial services industry, having worked for several firms before joining LPL Financial. Todd's previous experience includes working for The Glaser Capital Corporation, Thomas James Associates, Inc., Hibbard Brown & Co., Inc., and Westfield Financial Corporation.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
10/18/1999 - Present
LPL Financial LLC (LOVELAND OH)
OH
03/08/1995 - 02/28/1996
THE GLASER CAPITAL CORPORATION (CINCINNATI OH)
NY
08/22/1994 - 02/14/1995
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
NY
09/19/1989 - 09/15/1994
HIBBARD BROWN & CO., INC. (NEW YORK NY)
NY
08/08/1994 - 08/19/1994
WESTFIELD FINANCIAL CORPORATION (NEW YORK NY)
BC
Issued 10/11/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 09/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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