Angie Butler is a registered investment advisor, based in Sacramento, CA, with 10 years of industry experience.
Location
740 University Avenue, Sacramento, CA, 95825
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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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Angie is a managing member of MAK Financial Services LLC, a holding company for personal investments, spending minimal time on it. She also owns a rental property, dedicating minimal time to collecting rent.
Employment History
Current Registrations
Capfinancial Securities, LLC.Broker
April 2021 - Present · 5 yrs 3 mos
Captrust
January 2021 - Present · 5 yrs 6 mos
Previous Registrations
Genovese Burford & Brothers Wealth and Retirement Plan Mgmt, LLC
October 2016 - March 2021 · 4 yrs 5 mos
Royal Alliance Associates, INC.
January 2016 - September 2016 · 8 mos
Royal Alliance Associates, INC.Broker
June 2015 - April 2021 · 5 yrs 10 mos
State Registrations1 state
CA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.