Derek
Butler
Lpl Financial LLC
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About this Advisor
Derek Butler is a financial advisor based in Woodland Hills, California, working with Lpl Financial LLC. Derek has previously held positions at Allstate Insurance Co, California Choice Word & Brown, Hd Vest Financial Services, Rental Property, Hd Vest Advisory Services, Aflac, United Health, Anthem Blue Cross, Kaiser Permenente, Waddell & Reed, Inc, Integrity Wealth Advisors, Hd Vest, Derek Butler Family Trust, Various Insurance Carriers For W&R Insurance Agencies, Allstate Financial, National Life, Health Smart, Foresters, Lpl Financial LLC, Word And Brown, Blue Shield Of Ca, Health Net, and Warner Pacific. Derek has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arkansas and California. Currently, Derek is part of Lpl Financial LLC, which operates out of Woodland Hills, California. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Derek Butler Work History
Lpl Financial LLC
National Life
United Health
Anthem Blue Cross
Kaiser Permenente
Blue Shield Of Ca
Health Net
Health Smart
Foresters
Health Smart
Warner Pacific
Foresters
Hd Vest
California Choice Word & Brown
Integrity Wealth Advisors
Word And Brown
Rental Property
Rental Property
Derek Butler Family Trust
Waddell & Reed, Inc
Various Insurance Carriers For W&R Insurance Agencies
Aflac
Hd Vest Advisory Services
Hd Vest Financial Services
Allstate Insurance Co
Allstate Financial
Disclosures
Please visit the SEC profile of Derek Butler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
San Diego, CA
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Altamonte Springs, FL
La Jolla, CA
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Novato, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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