Charles ButlerCRD Number: 1460176
Current Firm: Edward Jones
Charles Butler (CRD# 1460176) is an Investment Advisor Representative working at Edward Jones in Tempe, AZ and has over 22 years of experience in the finance industry. Charles Butler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Newman's Financial Planning
Woodbury Financial Services, Inc.
Barnes Investment Advisory Inc.
|Edward Jones||Tempe, AZ||Jun 2008 - Current||8|
|Western International University||Phoenix, AZ||Jul 2007 - Current||9|
|Ives Asset Management||Scottsdale, AZ||Dec 2007 - Mar 2008||< 1|
|Vanguard Marketing Corporation||Phoenix, AZ||Nov 1995 - Dec 2007||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1993|
|S66||NASAA Uniform Combined State Law Examination||Aug 2015|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV