Robert Butz, financial advisor Fort Worth TX
89 score

Robert Butz

CRD Number: 6208623
Current Firm: First Command Advisory Services

Robert Butz (CRD# 6208623) is an Investment Advisor Representative working at First Command Advisory Services in Fort Worth, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
First Command Advisory Services Fort Worth, TX Dec 2015 - Current 1
First Command Financial Planning, Inc. Fort Worth, TX Sep 2014 - Current 2
First Command Insurance Services, Inc. Fort Worth, TX Sep 2014 - Current 2
First Command Financial Planning Inc. Fort Worth, TX Jun 2013 - Aug 2014 1
Saint Michael School Waialua, HI Jan 2013 - May 2013 < 1
Us Air Force Holloman Afb, NM Jul 2010 - Oct 2012 2
Us Air Force Sheppard Afb, TX Jul 2008 - Jul 2010 2
Us Air Force Hickam Afb, HI Jun 2006 - Jul 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Robert T. Butz
Phone Number: 817-731-8621
Registered State(s):
  • HI
By the Numbers
  • Total Assets Under Management
    9,608
    MILLIONS
  • Total Number of Accounts
    78,155
    ACCOUNTS
  • Average Account Value
    $122,939
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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