William
Butcher

Stone Wealth Partners LLC

CRD#7008950
Investment Advisor
in Lafayette, LA

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About this Advisor

William Butcher is a financial advisor based in Lafayette, Louisiana, working with Stone Wealth Partners LLC. William has previously held positions at Movie Production "Dirt Road To Lafayette", Extended Travel, Integrity Ria, and Red's Health Club. William has passed the Series 65 regulatory exam and is registered to provide services in Louisiana and Texas. Currently, William is part of Stone Wealth Partners LLC, which operates out of Lafayette, Louisiana. The firm has 1 office and 5 employees. The firm manages assets totaling $102.1 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and educational seminars. The fee structure at Stone Wealth Partners LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2701 Johnston St Suite 310
Lafayette, LA 70503

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Stone Wealth Partners LLC Brokerage Details

Total Assets Under Management

$102,110,461

LA Average: $486,181,852
Total Number of Employees

5

LA Average: 13
Total Number of Accounts

652

LA Average: 722
Average Account Size

$156,611

LA Average: $673,382

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Educational seminars/workshops

William Butcher Work History

2019 - Present (5 years)

Red'S Health Club

2018 - Present (6 years)

Integrity Ria

2015 - 2016 (1 year)

Movie Production "Dirt Road To Lafayette"

2008 - 2018 (10 years)

Extended Travel

Disclosures

Please visit the SEC profile of William Butcher 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 Stone Wealth Partners LLC

Walter Wiltz
Lafayette, LA
Sara Girouard
Lafayette, LA
Terry Delhomme
Lafayette, LA
Richard Hebert
Lafayette, LA
Hunter Mcclendon
Lafayette, LA
William Butcher
Lafayette, LA

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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