AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
FB

Forrest F. Butler

Some features on this profile are disabled
CRD#: 1728755
FB

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.

Forrest Fowler Butler, who also goes by Forrest F Butler, was a registered financial professional .

Forrest is a previously registered financial professional and started their career in finance in 1987. Forrest had worked at 5 firms and has passed the Series 63, SIE, Series 3 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Forrest F 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

June 21, 2016 - January 23, 2019

WALTON RE SECURITIES, LLC

BD
CRD#: 172024
SCOTTSDALE, AZ
Past

August 19, 2015 - June 9, 2016

LEAGUE CAPITAL MARKETS

BD
CRD#: 170803
NEW YORK, NY
Past

October 31, 2014 - July 20, 2015

THOMPSON DAVIS & CO., INC.

BD
CRD#: 41353
RICHMOND, VA
Past

November 15, 2004 - November 3, 2014

BUTLER CAPITAL PARTNERS

BD
CRD#: 114242
OYSTER BAY, NY
Past

August 25, 1987 - April 11, 1991

CITICORP SECURITIES, INC.

BD
CRD#: 7474

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: 9/2/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


WR
WALTON RE SECURITIES, LLC
EI CAPITAL DISTRIBUTORS, LLC | WALTON RE SECURITIES, LLC | ROKA CAPITAL DISTRIBUTORS, LLC | GRT SECURITIES, LLC

CRD#: 172024 / SEC#: , 8-69494

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
8800 N Gainey Center Drive Suite 345, Scottsdale, AZ 85258
Mailing Address
8800 N Gainey Center Drive Suite 345, Scottsdale, AZ 85258
Phone number
(480) 586-9258
Established
Delaware since 03/05/2014
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
WALTON INTERNATIONAL GROUP (S) PTE LTD.FOREIGN ENTITY
BARENBOIM, LEONARDCCO, AML OFFICER1523181
GEORGE, KENNETH RONALDPOO/CFO/FINOP2643369
HUBBARD, KATHLEENPRESIDENT5564316

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


WALTON RE SECURITIES, LLC

CRD#: 172024

TRUST BUT VERIFY

Monitor Forrest Butler

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics