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WB

William F. Butler

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CRD#: 1275076
WB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

William Francis Butler III, who also goes by William F Butler, William Francis Butler, was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1984. William had worked at 10 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


William F Butler | William Francis Butler

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 17, 2017 - May 10, 2017

AGES FINANCIAL SERVICES, LTD.

BD
CRD#: 15427
Westport, CT
Past

October 8, 2003 - April 24, 2017

SOURCE CAPITAL GROUP, INC.

BD
CRD#: 36719
WESTPORT, CT
Past

January 9, 2003 - October 8, 2003

GREAT EASTERN SECURITIES, INC.

BD
CRD#: 2061
NEW YORK, NY
Past

December 18, 2000 - January 30, 2001

MERIT CAPITAL ASSOCIATES, INC.

BD
CRD#: 30576
WESTPORT, CT
Past

January 21, 1997 - January 6, 1999

MERIT CAPITAL ASSOCIATES, INC.

BD
CRD#: 30576
WESTPORT, CT
Past

December 19, 1994 - October 16, 1996

UBS SECURITIES LLC

BD
CRD#: 7654
NEW YORK, NY
Past

May 11, 1993 - November 2, 1994

NIKKO ALTERNATIVE ASSET MANAGEMENT, INC.

BD
CRD#: 824
NEW YORK, NY
Past

April 30, 1991 - February 10, 1993

INTESA SANPAOLO IMI SECURITIES CORP.

BD
CRD#: 19418
NEW YORK, NY
Past

October 12, 1989 - April 30, 1991

MABON, NUGENT & CO.

BD
CRD#: 2617
Past

February 22, 1988 - June 10, 1989

DB ALEX. BROWN LLC

BD
CRD#: 17790
BALTIMORE, MD
Past

September 21, 1984 - February 4, 1987

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 10/5/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AF
AGES FINANCIAL SERVICES, LTD.
ADVISORY GROUP EQUITY SERVICES LTD. | INTEGRATED FINANCIAL STRATEGIES, INC. | AGES FINANCIAL SERVICES, LTD. | ADVISORY INVESTMENT SERVICES, LTD.

CRD#: 15427 / SEC#: , 8-32155

BD
Terminated by SEC on 11/18/2024
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Contact information


Main Address
Mailing Address
Phone number
Established
Massachusetts since 06/25/1984
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
FOX, BRUCE RAYMONDFINANCIAL & OPERATIONSL PRINCIPAL2975386
KELLY, ROBERTCCO5899947
LEMOINE, SUSAN MARIEPRINCIPAL858856

Disclosures


Regulatory Event4
Arbitration4

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


AGES FINANCIAL SERVICES, LTD.

CRD#: 15427

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