Ross Butler, financial advisor Alamo CA

Ross Butler

CRD Number: 4374564
Current Firm: Wheeler & Mote, LLC

Ross Butler (CRD# 4374564) is an Investment Advisor Representative working at Wheeler & Mote, LLC in Alamo, CA and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Wheeler & Mote, LLC Mount Dora, FL Mar 2013 - Current 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2001
Contact Info for Ross E. Butler
Phone Number: 352/383-3597
Registered State(s):
  • CA
Current Firm Details
Wheeler & Mote, LLC
Firm's CRD Number: 115312
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $80,098
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, TX

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