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Daniel Butler

36 Years of Experience
Kennett Square, PA
BrokerSells Insurance

Daniel Butler is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Kennett Square, PA, with 36 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

211 E State St, Kennett Square, PA, 19348

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Daniel owns Butler Financial, Ltd, an operating company for paying salaries and bills related to his affiliation with RJFS, and serves on a church finance committee. He also authored a book, "Financial Stability For Life," which is available for sale, but primarily intended for clients.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.
November 1997 - Present · 28 yrs 6 mos
Raymond James Financial Services, INC.Broker
November 1997 - Present · 28 yrs 6 mos
Previous Registrations
Raymond James Financial Services
January 2000 - January 2009 · 9 yrs
Raymond James & Associates, INC.Broker
September 1994 - December 1997 · 3 yrs 3 mos
Painewebber IncorporatedBroker
June 1989 - October 1994 · 5 yrs 4 mos
State Registrations32 states
ALAZCACOCTDCDEFLGAIAILINMAMDMEMIMNMTNCNHNJNYOHPASCTNTXVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Daniel Butler - Financial Advisor | TrueAdvisor