LB
LB

Lydia Butler

15 Years of Experience
Boszeman, MT
Broker

Lydia Butler is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Boszeman, MT, with 15 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
Loading...

Location

1610 Ellis St, Suite 3A, Boszeman, MT, 59715

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2022 - Present · 3 yrs 8 mos
Raymond James Financial Services, INC.Broker
October 2022 - Present · 3 yrs 9 mos
Previous Registrations
Northfork Financial LLC
December 2016 - November 2022 · 5 yrs 11 mos
Intervest International Equities CorporationBroker
June 2004 - November 2007 · 3 yrs 5 mos
Prudential Securities IncorporatedBroker
February 2001 - May 2003 · 2 yrs 3 mos
Dean Witter Reynolds INC.Broker
March 2000 - February 2001 · 11 mos
State Registrations25 states
ALAZCACOFLGAHIIAIDILLAMAMNMOMTNCNDNVOHORTXUTWAWIWY
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.
Lydia Butler - Financial Advisor | TrueAdvisor