Eric
Butler
Apo Financial Services, LLC
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About this Advisor
Eric Butler is a financial advisor based in Broomfield, Colorado who has 2 years of relevant experience. Butler currently works for Apo Financial Services, LLC. The advisor has gained experience at Transamerica Capital Inc, Advisors Asset Management, Inc, Hatteras Capital Distributors, LLC, Sowell Management Services, Veritas Independent Partners, Marathon A Subsidiary Of Stadion Money Management, Alps Distributors, Inc, Fiduciary Investment Trusts, LLC and Apo Financial Services, LLC. Butler maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to advise clients in Colorado. Apo Financial Services, LLC is a financial advisory business that has its headquarters in Broomfield, CO. The firm has offices in six locations and a total of 11 financial advisors. It oversees $132 million in total assets across its 1,130 customer accounts, placing it among the mid-sized firms in the country by assets under management. Of its 1,130 accounts, 15% belong to high-net-worth clients who have at least $1 million in assets available to invest. Apo Financial Services, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Financial advisory fees typically are based on which services are offered. Fee types billed by Apo Financial Services, LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Apo Financial Services, LLC Brokerage Details
$132,436,623
11
1,130
$117,201
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Eric Butler Work History
Eric has been registered as a financial advisor for 2 years.*
Apo Financial Services, LLC
Fiduciary Investment Trusts, LLC
Veritas Independent Partners
Marathon A Subsidiary Of Stadion Money Management
Alps Distributors, Inc
Hatteras Capital Distributors, LLC
Sowell Management Services
Advisors Asset Management, Inc
Transamerica Capital Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Eric 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 Apo Financial Services, LLC
Broomfield, CO
Broomfield, CO
Broomfield, CO
Broomfield, CO
Broomfield, CO
Broomfield, CO
Broomfield, CO
Franklin, TN
The content in this profile was updated by SmartAsset on 4/16/2023. 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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