Williams
Butcher
Independent Financial Group, LLC
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About this Advisor
Williams Butcher is a chartered financial analyst operating in Houston, Texas who has 1 year of relevant experience. Butcher is an employee of Independent Financial Group, LLC. During their career, the advisor has held roles at Courtlandt Securities Corp, International Assets Advisory and Independent Financial Group, LLC. Butcher has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to serve investors in Texas. Independent Financial Group, LLC is a financial advisory business based in San Diego, CA. The company has offices in 364 locations and a total of 697 advisors. It manages $6 billion in assets under management among its 27,435 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advice to 48 charitable organizations. Of its 27,435 client accounts, just 3% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Independent Financial Group, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules vary depending on the services offered. However, fee types charged by Independent Financial Group, LLC likely consist of any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Independent Financial Group, LLC Brokerage Details
$5,978,096,039
697
27,435
$217,900
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
Williams Butcher Work History
Williams has been registered as a financial advisor for 1 years.*
Independent Financial Group, LLC
International Assets Advisory
Courtlandt Securities Corp
*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 Williams Butcher to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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