Tammy Butts
Tammy Butts is a registered investment advisor at Equitable Advisors, LLC, based in Oak Brook, IL, with 28 years of industry experience. Tammy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 69,432 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Equitable Advisors offers investment management through LPL Financial programs and third-party asset managers (TAMPs). Fees vary depending on the program and assets invested.
For LPL programs like SAM, fees are based on a percentage of your portfolio. In some cases, you can choose whether to pay transaction charges directly or have the advisor pay them, which affects the overall advisory fee.
When using TAMPs, the fees are determined by the TAMP and a portion is paid to Equitable Advisors. The specific fees, minimums, and arrangements vary by TAMP, so it's important to review their brochures.
Equitable Advisors also offers ERISA fiduciary services to retirement plans, with fees determined by the specific services provided.
Location
1515 W. 22nd Street, Suite 400, Oak Brook, IL, 60523
Get directionsHistory
Regulatory History (3)
Customer Dispute
April 2009Customer Dispute
July 2008Customer Dispute
March 2004Other Business Activities
Tammy's spouse is buying rental properties, although Tammy is not an owner. Tammy will also be the executor of her parents' will and has power of attorney for their Fidelity accounts, and is administrator/executor for an uncle's estate or trust.
Employment History
Current Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Previous Registrations
Wells Fargo Securities INC.Broker
Essex National Securities, INC.Broker
First Interstate Discount BrokerageBroker
First Interstate Brokerage of Texas, INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.