DB
Danny L. Butcher
WOODSTOCK WEALTH MANAGEMENT
Nashville, TN 37219
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CRD#: 5658438
DB
Professional summary
Danny Lee Butcher II, who also goes by Danny Butcher, is a registered financial advisor currently at WOODSTOCK WEALTH MANAGEMENT, INC. located in Nashville, Tennessee.
Danny is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Danny has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Danny Butcher
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. DL Butcher Consulting, LLC DBA FIT Financial; not investment related; Nashville, TN 37219; Entity is the DBA I use to operate a branch office for Woodstock Wealth Management, Inc. and to pay branch office expenses; Managing Partner; started 02/2016; devotes approximately 4 hours a month which none are during trading hours; duties include operating a branch office for Woodstock Wealth Management and pay expenses for branch. 2. DL Butcher Consulting, LLC DBA FIT Financial; investment related; Nashville, TN 37219; sell non securities insurance; managing partner; started 02/2016; devotes approximately 4 hours which are during trading hours; duties include selling non securities life insurance. 3. DL Butcher Consulting LLC DBA Butcher Agency; 315 Deaderick Street # 1700, Nashville, TN 37221; sell and maintain policies related to property and casualty insurance; Managing Partner; Started 10/2018; devotes approximately 60 hours a month which 20 are during trading hours; duties include selling and maintain property and casualty insurance policies and administration of the agency.
CRS (Client Relationship Summary) - RIA
Click below to view Danny Lee Butcher II'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®
NoneExperience
Current
July 17, 2018 - Present
WOODSTOCK WEALTH MANAGEMENT, INC.
Office #1: 415 Church Street Apt 2302, Nashville, TN 37219RIA
CRD#: 283472
Nashville, TN
Past
February 2, 2016 - November 7, 2018
WOODSTOCK FINANCIAL GROUP, INC.
RIA
CRD#: 38095
Nashville, TN
Past
February 2, 2016 - December 10, 2019
WOODSTOCK FINANCIAL GROUP, INC.
BD
CRD#: 38095
Nashville, TN
Past
June 16, 2009 - February 5, 2016
EDWARD JONES
RIA
CRD#: 250
CANYON, TX
Past
June 2, 2009 - February 5, 2016
EDWARD JONES
BD
CRD#: 250
CANYON, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WW
WOODSTOCK WEALTH MANAGEMENT, INC.
ASSET MANAGEMENT STRATEGIES | WOODSTOCK WEALTH MANAGEMENT, INC. | VERITAS FINANCIAL GROUP | TOMOLONIS FINANCIAL, LLC | SHIFT FINANCIAL GROUP, INC. | LOTUS POSITIONS, LLC | HALL WEALTH MANAGEMENT, LLC | FITZSIMMONS FINANCIAL SERVICES, LLC | FIT FINANCIAL | FIRST CHOICE FINANCIAL GROUP | FINTECH WEALTH MANAGEMENT, LLC | FESSLER FINANCIAL | EDGEWOOD FINANCIAL GROUP | COVENANT WEALTH MANAGEMENT | CBG FINANCIAL, INC. | BANYAN PRIVATE WEALTH
CRD#: 283472 / SEC#: 801-112663
RIA
Registered Investment Advisory firm - (3/30/2018 Approved)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
Florida(7/23/2018)
IAR
Tennessee(7/20/2018)
IAR
Texas(7/17/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
WW
WOODSTOCK WEALTH MANAGEMENT, INC.
ASSET MANAGEMENT STRATEGIES | WOODSTOCK WEALTH MANAGEMENT, INC. | VERITAS FINANCIAL GROUP | TOMOLONIS FINANCIAL, LLC | SHIFT FINANCIAL GROUP, INC. | LOTUS POSITIONS, LLC | HALL WEALTH MANAGEMENT, LLC | FITZSIMMONS FINANCIAL SERVICES, LLC | FIT FINANCIAL | FIRST CHOICE FINANCIAL GROUP | FINTECH WEALTH MANAGEMENT, LLC | FESSLER FINANCIAL | EDGEWOOD FINANCIAL GROUP | COVENANT WEALTH MANAGEMENT | CBG FINANCIAL, INC. | BANYAN PRIVATE WEALTH
CRD#: 283472 / SEC#: 801-112663
RIA
Registered Investment Advisory firm - (3/30/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
250 River Park North Drive, Woodstock, GA 30188
Mailing Address
Phone number
(800) 279-4468
Established
Firm type
Fiscal year end
# of Employees
26
SEC notice filing (35 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,834 |
| AUM (Assets Under Management) | $ 629,939,767 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
