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CB

Cary F. Butterfield

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CRD#: 1291148
CB

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.

Cary Francis Butterfield was a registered financial professional .

Cary is a previously registered financial professional and started their career in finance in 1984. Cary had worked at 3 firms and has passed the Series 63 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

December 24, 1986 - December 3, 1997

NLBS ADVISERS, INC.

BD
CRD#: 18364
WATERVILLE, ME
Past

February 26, 1986 - January 8, 1987

INVESTACORP, INC.

BD
CRD#: 7684
Past

August 8, 1984 - April 11, 1986

INVESTORS BROKERAGE SERVICES, INC.

BD
CRD#: 4257

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: 2/16/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


NA
NLBS ADVISERS, INC.
NEW LIFE BROKERAGE SERVICES, INC. | NLBS, INC. | NLBS ADVISERS, INC.

CRD#: 18364 / SEC#: , 8-36556

BD
Terminated by SEC on 02/07/2000
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Contact information


Main Address
Mailing Address
Phone number
Established
Maine since 06/14/1985
Firm type
Corporation
Fiscal year end
August
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ZIMMERMAN, PAUL STERLINGPRESIDENT1300136

Disclosures


Regulatory Event1

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


NLBS ADVISERS, INC.

CRD#: 18364

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