How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW James

ADVISOR PROFILE

1. JAMES L BUTLER, CFP,CLU,CHFC POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 07/01/1987 ADDRESS: 10733 Sunset Office Drive, Suite 259, Saint Louis MO 63127 DESCRIPTION: Analysis of client needs for non-securities related life and health insurance, including LTC insurance, Disability Income insurance, Business Overhead Expense, Disability Buy-Sell, etc., and subsequent sales and service on said policies. 2. BUTLER ASSOCIATES FINANCIAL PLANNERS, INC. POSITION: President NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 70 START DATE: 01/01/1988 ADDRESS: 10733 Sunset Office Drive, Suite 259, Saint Louis MO 63127, United States DESCRIPTION: General Management and head of the investment selection committee. I also act as an investment advisor for approximately 100 clients. As such I meet with clients personally, review their investment portfolios and recommend appropriate changes to investments or strategies on a periodic and/or as needed basis. I have recently sold my ownership interest in this entity to Jason J Sturm and am transitioning my personal clients to Jason between now an June 1, 2020.

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

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James Lawrence Butler

Experience: 36 years / 3 firms

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