Lpl Financial LLC
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About this Advisor
Gwen Butler is an investment advisor whose office is in West Des Moines, Iowa. Currently an advisor with Lpl Financial LLC, Butler has 13 years of professional experience. Butler maintains Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative. Butler is able to work with investors based out of Iowa. During their career, the advisor has held roles at Invest Financial Corporation and Lpl Financial LLC. Lpl Financial LLC is headquartered in West Des Moines, Iowa, and has 8,011 locations across the United States. In aggregate, Lpl Financial LLC oversees $153 billion in assets dispersed across 680,466 client accounts and retains more than 22,703 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the United States. The firm manages 655,827 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 23% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Lpl Financial LLC can provide 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 firm may charge clients asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lpl Financial LLC Brokerage Details
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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
Gwen Butler Work History
Gwen has 13 years of experience.
Lpl Financial LLC
Invest Financial Corporation
Gwen Butler has no disclosures.
Please visit their SEC profile for more details.