WB
CFA
WB
CFA

Williams Butcher

27 Years of Experience
Kemah, TX
1 DisclosureBroker

Williams Butcher is a CFA-designated registered investment advisor at Independent Financial Group, LLC, based in Kemah, TX, with 27 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
538 advisors
Number of Clients
44,045 clients
Average Client Portfolio
$257K average
Assets Under Management
$11.3B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)

IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.

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Location

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2025
Settled
Other Business Activities

Williams is an officer/director and agent/representative for Butcher Financial, LLC, spending about 10-20% of his time on these activities. He also serves as an officer/director for a charitable foundation and trustee for multiple trusts, dedicating minimal time to each, and his wife owns rental property.

Employment History
Current Registrations
Independent Financial Group, LLC
May 2022 - Present · 4 yrs
Independent Financial Group, LLCBroker
May 2022 - Present · 4 yrs
Previous Registrations
International Assets Investment Management, LLC
January 2016 - May 2022 · 6 yrs 4 mos
International Assets Investment Management, LLC
June 2015 - December 2015 · 6 mos
International Assets Advisory, LLCBroker
April 2015 - May 2022 · 7 yrs 1 mo
Courtlandt Securities CorporationBroker
November 2011 - February 2015 · 3 yrs 3 mos
Tudor, Pickering, Holt & CO. Securities, INC.Broker
September 2008 - January 2010 · 1 yr 4 mos
Jmp Securities LLCBroker
October 2002 - January 2008 · 5 yrs 3 mos
Banc of America Securities LLCBroker
April 1999 - January 2001 · 1 yr 9 mos
Bancboston Robertson Stephens INC.Broker
September 1998 - November 1998 · 2 mos
Bancamerica Robertson StephensBroker
January 1998 - September 1998 · 8 mos
Cms Investment Resources, INC.Broker
December 1995 - January 1998 · 2 yrs 1 mo
Foley Mufson Howe & CompanyBroker
November 1993 - April 1994 · 5 mos
Rauscher Pierce Refsnes, INC.Broker
August 1993 - September 1993 · 1 mo
S. W. Ryan & Company, INC.Broker
October 1990 - July 1992 · 1 yr 9 mos
State Registrations4 states
CANCSCTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.