IB
CFP
IB
CFP

Irene Reynolds Butler

10 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
27 advisors
Number of Clients
3,155 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$6.0B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
Minimum Annual Fee:$6,000
Loading...

Location

8180 Greensboro Drive, Suite 1180, Mclean, VA, 22102

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 →
Other Business Activities

Irene is an investment committee member for a non-profit organization, attending quarterly meetings to review investment performance. She also works full-time as a Senior Vice President at Cassaday & Co Wealth Management, LLC, assisting with client meetings, onboarding, and financial planning analyses.

Employment History
Current Registrations
Cassaday & Company, INC.
January 2022 - Present · 4 yrs 1 mo
Osaic Wealth, INC.Broker
June 2020 - Present · 5 yrs 8 mos
Previous Registrations
Cassaday & CO INC
March 2021 - January 2022 · 10 mos
Raymond James Financial Services, INC.Broker
July 2018 - January 2020 · 1 yr 6 mos
Franklin/templeton Distributors, INC.Broker
May 2015 - June 2018 · 3 yrs 1 mo
State Registrations2 states
CAVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.