Todd
Butler
Mariner Independent
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About this Advisor
Todd Butler is a financial advisor based in Manhattan Beach, California, working with Mariner Independent. Todd has previously held positions at Wescap Management Group, Inc, Adviceperiod, LLC, Mariner Platform Solutions, and Ocean Path. Todd has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Todd is part of Mariner Independent, which operates out of Manhattan Beach, California. The firm has 33 offices and 102 employees. The firm manages assets totaling $4.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Mariner Independent includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mariner Independent Brokerage Details
$4,345,628,317
102
8,802
$493,709
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Todd Butler Work History
Mariner Platform Solutions
Ocean Path
Adviceperiod, LLC
Wescap Management Group, Inc
Disclosures
Please visit the SEC profile of Todd 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 Mariner Independent
Los Angeles, CA
Los Angeles, CA
Palos Verdes Peninsula, CA
Annapolis, MD
Ramsey, NJ
Florham Park, NJ
Brookline, MA
Thousand Oaks, CA
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