WB
William C. Butcher
STONE WEALTH PARTNERS LLC
LAFAYETTE, LA 70508
Some features on this profile are disabled
CRD#: 7008950
WB
Professional summary
William Curtis Butcher is a registered financial advisor currently at STONE WEALTH PARTNERS LLC located in Lafayette, Louisiana.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. William has worked at 2 firms and has passed the Series 65 exam.
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.
RED'S HEALTH CLUB / NON-INVESTMENT RELATED / 301 DOUCET RD, LAFAYETTE, LA 70503 / HEALTH CLUB / YOGA INSTRUCTOR / 10/2019 START DATE / 2-4HRS PER WEEK
CRS (Client Relationship Summary) - RIA
Click below to view William Curtis Butcher'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
April 30, 2020 - Present
STONE WEALTH PARTNERS LLC
Office #1: 1200 Camellia Suite 101, Lafayette, LA 70508RIA
CRD#: 308429
LAFAYETTE, LA
Past
August 27, 2018 - June 17, 2020
INTEGRITY RIA, LLC
RIA
CRD#: 150415
LAFAYETTE, LA
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".
SW
STONE WEALTH PARTNERS LLC
STONE WEALTH PARTNERS | STONE WEALTH PARTNERS LLC
CRD#: 308429 / SEC#: 801-129772
RIA
Registered Investment Advisory firm - (3/27/2024 Approved)Florida
Registered Investment Advisory firm - (10/3/2024 Terminated)Georgia
Registered Investment Advisory firm - (10/4/2024 Terminated)Louisiana
Registered Investment Advisory firm - (10/3/2024 Terminated)Tennessee
Registered Investment Advisory firm - (10/3/2024 Terminated)Texas
Registered Investment Advisory firm - (10/3/2024 Terminated)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
Louisiana(4/30/2020)
IAR
Texas(7/16/2020)
Current Firm
SW
STONE WEALTH PARTNERS LLC
STONE WEALTH PARTNERS | STONE WEALTH PARTNERS LLC
CRD#: 308429 / SEC#: 801-129772
RIA
Registered Investment Advisory firm - (3/27/2024 Approved)Florida
Registered Investment Advisory firm - (10/3/2024 Terminated)Georgia
Registered Investment Advisory firm - (10/4/2024 Terminated)Louisiana
Registered Investment Advisory firm - (10/3/2024 Terminated)Tennessee
Registered Investment Advisory firm - (10/3/2024 Terminated)Texas
Registered Investment Advisory firm - (10/3/2024 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
1200 Camellia Suite 101, Lafayette, LA 70508
Mailing Address
375 Lions St, Jefferson, LA 70121
Phone number
(337) 660-2334
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 669 |
| AUM (Assets Under Management) | $ 118,435,585 |
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
STONE WEALTH PARTNERS LLC
CRD#: 308429Lafayette, LA 70508TRUST BUT VERIFY
Monitor William Butcher
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
