Weld ButlerCRD Number: 1923341
Current Firm: Harbor Advisory Corporation
Weld Butler (CRD# 1923341) is an Investment Advisor Representative working at Harbor Advisory Corporation in Portsmouth, NH and has over 28 years of experience in the finance industry.
Clear View Wealth Advisors, LLC
Commonwealth Financial Network
Amaretta Financial, LLC
|Harbor Advisory Corporation||Portsmouth, NH||Mar 1986 - Current||31|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1989|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Regulatory Event
Total Assets Under Management124MILLIONS
Total Number of Accounts263ACCOUNTS
Average Account Value$470,951
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CT, FL, MA, ME, NH, NY, TX, VT
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