Marshall D. Butler

PALADIN INVESTMENT ADVISORS

Cabot, AR 72023

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CRD#: 6753099

Professional summary

Marshall David Butler is a registered financial advisor currently at PALADIN INVESTMENT ADVISORS located in Cabot, Arkansas.

Marshall is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Marshall has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

1. Pinnacle Consultants - Part Owner - Sale of Insurance Products Address: 400 West Capitol, Ste 2860, Little Rock, Arkansas 72201 Start Date: 10/2018 20 Hours/Month & 1 Hour/Month During Securities Trading Hours Investment Related 2. Blue Note LLC - Business Owner - Rental Properties Address: North Little Rock, Arkansas 72114 Start Date: 04/01/2015 2 Hours/Month & 1 Hour/Month During Securities Trading Hours Not Investment Related

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marshall David Butler'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®

None

Experience

Current

January 30, 2025 - Present

PALADIN INVESTMENT ADVISORS

Office #1: 909 S. Pine Street Suite B, Cabot, AR 72023

RIA

CRD#: 315305

Cabot, AR

Past

July 26, 2021 - December 31, 2024

PALADIN INVESTMENT ADVISORS

RIA

CRD#: 315305

CABOT, AR

Past

April 21, 2020 - July 9, 2021

TRUTORO

RIA

CRD#: 169291

Little Rock, AR

Past

April 21, 2020 - July 9, 2021

TRUTORO

CRD#: 169291

Little Rock, AR

Past

March 16, 2020 - May 1, 2020

PARK AVENUE SECURITIES LLC

CRD#: 46173

LITTLE ROCK, AR

Past

March 2, 2020 - May 1, 2020

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

LITTLE ROCK, AR

Past

November 15, 2018 - February 19, 2020

EGP WEALTH MANAGEMENT, LLC

RIA

CRD#: 298338

NORTH LITTLE ROCK, AR

Past

August 4, 2017 - October 22, 2018

EDWARD JONES

RIA

CRD#: 250

LITTLE ROCK, AR

Past

March 28, 2017 - October 22, 2018

EDWARD JONES

CRD#: 250

LITTLE ROCK, AR

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

Arkansas
(1/30/2025)

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: 5/30/2017

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: 3/28/2017

General Securities Representative Examination

Current Firm

PALADIN INVESTMENT ADVISORS

PALADIN CAPITAL INC. | PALADIN INVESTMENT ADVISORS | PALADIN CAPITAL, LLC

CRD#: 315305 / SEC#:

Arkansas

Registered Investment Advisory firm - (1/30/2025 Approved)

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Contact information

Main Address

909 S. Pine Street Suite B, Cabot, AR 72023

Mailing Address

Phone number

(501) 422-6868

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	368
AUM (Assets Under Management)	$ 48,502,207

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.

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Marshall D. Butler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marshall David Butler's CRS (Customer Relationship Summary).

Certified licenses

Experience

PALADIN INVESTMENT ADVISORS

TRUTORO

TRUTORO

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

EGP WEALTH MANAGEMENT, LLC

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 5/30/2017

SIE

Date: 10/1/2018

Series 7

Date: 3/28/2017

Current Firm

PALADIN INVESTMENT ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PALADIN INVESTMENT ADVISORS

TRUST BUT VERIFY

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