Chance Butler (CRD# 6704729) is an Investment Advisor Representative working at Pacific Landfall in Williamsburg, VA and has over 7 years of experience in the finance industry.
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2605269
Davenport & Company LLC
CRD# 2396863
Pathway Financial Planning, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pacific Landfall LLC | San Tan Valley, AZ | Aug 2016 - Current | 7 |
| Appvision | Silicon Valley, CA | Jul 2017 - Apr 2019 | 1 |
| Netsecurity Corporation | Dulles, VA | Feb 2015 - Jan 2017 | 1 |
| Geisinger Health System | Bloomsburg, PA | Nov 2011 - Aug 2015 | 3 |
| Netsecurity Corporation | Dulles, VA | Aug 2011 - Feb 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2016 |
- AZ
- PA
- VA
-
Total Assets Under Management9MILLIONS
-
Total Number of Accounts135ACCOUNTS
-
Average Account Value$63,674
- 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
AZ, PA, VA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.