Charles
Butler

Kingsview Wealth Management, LLC

CRD#4128056
Investment Advisor
in Evans, GA

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About this Advisor

Charles Butler is a financial advisor based in Evans, Georgia, working with Kingsview Wealth Management, LLC. Charles has previously held positions at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, and Kingsview Partners. Charles has passed the Series 66 regulatory exam and is registered to provide services in Georgia and Texas. Currently, Charles is part of Kingsview Wealth Management, LLC, which operates out of Evans, Georgia. The firm has 46 offices and 190 employees. The firm manages assets totaling $4.8 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 investment companies, portfolio management for institutional clients, and selection of other advisers. The fee structure at Kingsview Wealth Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

601 N Belair Square Suite 6
Evans, GA 30809

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Kingsview Wealth Management, LLC Brokerage Details

Total Assets Under Management

$4,845,686,420

GA Average: $1,120,203,312
Total Number of Employees

190

GA Average: 50
Total Number of Accounts

18,332

GA Average: 1,309
Average Account Size

$264,329

GA Average: $855,770

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Charles Butler Work History

2021 - Present (3 years)

Kingsview Partners

2016 - 2021 (5 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

Disclosures

Please visit the SEC profile of Charles 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 Kingsview Wealth Management, LLC

Jeffrey Champigny
Greensboro, NC
Robert Porter
Myrtle Beach, SC
Trevin Bowen
Amarillo, TX
Ashli Newcomb
Paris, TN
Joseph Froemming
Raleigh, NC
Heather Ponsano
Eureka, CA
Jonathan Lubell
Soquel, CA
Mark Weatherly
Mountlake Terrace, WA

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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