Justin C. Buttrick

VISION WEALTH ADVISORS

LEWISBURG, PA 17837

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CRD#: 5625453

Professional summary

Justin Chandler Buttrick, CFP®, who also goes by Justin C Buttrick, is a registered financial advisor currently at VISION WEALTH ADVISORS, LLC located in Lewisburg, Pennsylvania.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Justin has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Retirement Planning

Tax Planning

Inheritance

Retirement Income Management

Comprehensive Financial Planni...

Estate Planning

What is your minimum asset requirement?

100K

Are you a "fiduciary"?

Yes

Aliases

Justin C Buttrick

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.

1.Mr. Buttrick uses Vision Wealth Advisors as the name of the business under which he provides investment advice through Private Advisor Group, LLC. 2.Mr. Buttrick holds licenses to sell insurance and sells insurance products as an independent insurance agent. This insurance business is separate and apart from Private Advisor Group, and does not include investment advisory services.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Chandler Buttrick's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

May 28, 2024 - Present

VISION WEALTH ADVISORS, LLC

Office #1: 57 Reitz Blvd Suite 200, Lewisburg, PA 17837

RIA

CRD#: 330228

LEWISBURG, PA

Past

December 19, 2017 - January 8, 2018

LPL FINANCIAL LLC

RIA

CRD#: 6413

LEWISBURG, PA

Past

August 10, 2017 - June 28, 2024

PRIVATE ADVISOR GROUP, LLC

RIA

CRD#: 155216

Lewisburg, PA

Past

November 18, 2011 - November 28, 2017

LPL FINANCIAL LLC

RIA

CRD#: 6413

LEWISBURG, PA

Past

November 18, 2011 - December 31, 2022

LPL FINANCIAL LLC

CRD#: 6413

LEWISBURG, PA

Past

February 24, 2009 - November 23, 2011

EDWARD JONES

RIA

CRD#: 250

LEWISBURG, PA

Past

February 10, 2009 - November 23, 2011

EDWARD JONES

CRD#: 250

LEWISBURG, PA

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(5/28/2024)

IAR

Texas
(7/31/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/21/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/9/2009

General Securities Representative Examination

Current Firm

VISION WEALTH ADVISORS, LLC

CRD#: 330228 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (5/28/2024 Approved)

Texas

Registered Investment Advisory firm - (7/18/2024 Conditional Restricted)

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Contact information

Main Address

57 Reitz Blvd Suite 200, Lewisburg, PA 17837

Mailing Address

Phone number

(570) 524-0120

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	437
AUM (Assets Under Management)	$ 69,878,113

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Justin C. Buttrick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Chandler Buttrick's CRS (Customer Relationship Summary).

Certified licenses

Experience

VISION WEALTH ADVISORS, LLC

LPL FINANCIAL LLC

PRIVATE ADVISOR GROUP, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 2/21/2009

SIE

Date: 10/1/2018

Series 7

Date: 2/9/2009

Current Firm

VISION WEALTH ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

VISION WEALTH ADVISORS, LLC

TRUST BUT VERIFY

Contact information

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