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Andrea Butler

12 Years of Experience
Las Vegas, NV
BrokerSells Insurance

Andrea Butler is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Las Vegas, NV, with 12 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3935 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

Fee Structure

Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.

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Location

10161 W Park Run Dr #150, Las Vegas, NV, 89145

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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

Andrea is an independent insurance agent for various agencies since 2015, and a consultant for Adamas Financial LLC since 2017. She also does marketing for Cuddy Wealth Management and works as an agent for 4D Advisors, and as an advisory rep for CIRA, taking nearly full-time for each of the last two.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
November 2022 - Present · 3 yrs 6 mos
Cambridge Investment Research, INC.Broker
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Securities America Advisors, INC.
November 2015 - October 2022 · 6 yrs 11 mos
Securities America, INC.Broker
October 2015 - October 2022 · 7 yrs
Ameriprise Financial Services, INC.
December 2013 - November 2015 · 1 yr 11 mos
Ameriprise Financial Services, INC.Broker
July 2013 - November 2015 · 2 yrs 4 mos
State Registrations10 states
AZCACOFLHIILNVTXUTWA
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.
Andrea Butler - Financial Advisor | TrueAdvisor