Michael Butler (CRD# 6318239) is an Investment Advisor Representative working at Cooper Financial Services, Inc. in Shelton, CT and has over 7 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 1483428
Abbington Investment Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cooper Financial Services, Inc. | Hamden, CT | Mar 2014 - Current | 10 |
| Cfs Securities, Inc. | Hamden, CT | Mar 2014 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2016 |
| S63 | Uniform Securities State Law Examination | Nov 2018 |
- CT
-
Total Assets Under Management157MILLIONS
-
Total Number of Accounts1,677ACCOUNTS
-
Average Account Value$93,906
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CT, FL, MA, MD, NH, NJ, NY, VT
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