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JB

James W. Butler

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CRD#: 37197
JB

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.

James William Butler was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 1955. James had worked at 8 firms and has passed the Series 63, Series 1, F04 and Series 00 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

October 11, 1994 - October 12, 2004

AEGIS INVESTMENTS, INC.

BD
CRD#: 16033
ST LOUIS PARK, MN
Past

February 5, 1993 - August 23, 1994

KENNEDY, MATHEWS, LANDIS, HEALY & PECORA, INCORPORATED

BD
CRD#: 27181
MINNEAPOLIS, MN
Past

January 26, 1979 - January 4, 1993

CANACCORD GENUITY WEALTH MANAGEMENT (USA) INC.

BD
CRD#: 7449
VANCOUVER,
Past

November 30, 1977 - February 5, 1979

NOBLE SECURITIES CO.

BD
CRD#: 7066
Past

December 30, 1974 - February 16, 1979

MARGOLIS & CO., INC.

BD
CRD#: 5464
Past

September 25, 1973 - January 5, 1975

MILLER JOHNSON STEICHEN KINNARD, INC.

BD
CRD#: 694
Past

August 28, 1972 - October 7, 1973

THE MARSHALL COMPANY, INC.

BD
CRD#: 822
Past

January 28, 1955 - September 25, 1972

PAINE, WEBBER, JACKSON & CURTIS INCORPORATED

BD
CRD#: 640

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: 2/26/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 10/28/1955
Registered Representative Examination
Principal/Supervisory Exam
RR
F04
Date: 4/18/1974
Financial Principal Examination
Principal/Supervisory Exam
RR
Series 00
Date: 2/21/1974
General Securities Principal Examination

Current Firm


AI
AEGIS INVESTMENTS, INC.
AEGIS INVESTMENTS, INC. | IS SECURITIES, INC.

CRD#: 16033 / SEC#: , 8-33137

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information


Main Address
4915 West 35th Street Suite 100, St Louis Park, MN 55416
Mailing Address
4915 West 35th Street Suite 100, St Louis Park, MN 55416
Phone number
(612) 336-4432
Established
Minnesota since 12/07/1984
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (5 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#
INGLE, LINDA LEIGHPRESIDENT, CCO1297076
STORHOLM, JAMES RICHARDFIN OP2310929
ZIEGLER, JEFFREY GEORGEVICE PRESIDENT1442799

Disclosures


Regulatory Event1
Arbitration1

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


AEGIS INVESTMENTS, INC.

CRD#: 16033

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