Jeffery
Butler
Openair Financial, LLC
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About this Advisor
Jeffery Butler is a financial advisor based out of Southlake, Texas with 2 years of industry experience. Butler currently works for Openair Financial, LLC. Throughout their career, Butler has worked at Atrium Capital Management, Butler Law Office, Pllc Dba Atrium Legal Group, Sterling National Financial Group, Mimura Law Firm, Atrium Advisory Group, LLC, Openair Advisory, LLC and Openair Financial, LLC. Butler holds a Series 65 license, designating them as an investment advisor representative, and is able to work in Texas. Openair Financial, LLC is a registered investment firm based out of Southlake, TX. It has offices in five locations and just five people on staff. It controls $108 million in total assets among its 628 client accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 628 accounts, 31% are held by high-net-worth individuals who have more than $1 million in assets. Openair Financial, LLC performs a few services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fee types billed by Openair Financial, LLC likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Openair Financial, LLC Brokerage Details
$107,750,000
5
628
$171,576
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Jeffery Butler Work History
Jeffery has been registered as a financial advisor for 2 years.*
Openair Advisory, LLC
Openair Financial, LLC
Butler Law Office, Pllc Dba Atrium Legal Group
Atrium Capital Management
Atrium Advisory Group, LLC
Sterling National Financial Group
Mimura Law Firm
*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 Jeffery 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 Openair Financial, LLC
Midvale, UT
Southlake, TX
Southlake, TX
Southlake, TX
Southlake, TX
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