Eric Paul Butler
Investment adviser representative at LPL Financial LLC
11 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- LPL Financial LLCJul 2026 to now
- Eastsound Capital AdvisorsJun 2024 to now
- Various AgenciesJan 2024 to now
- Tactive Advisors, LLCApr 2024 to Jun 2024
- Digital Wealth Partners LLCAug 2023 to Jun 2024
- Jm Equity VentureApr 2023 to Jul 2025
- Apo Financial Services, LLCDec 2021 to Nov 2023
- Fiduciary Investment TrustsOct 2020 to Oct 2021
- Stadion Money ManagementJul 2017 to Sep 2020
- Sowell Management ServicesJun 2015 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (CO).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4754442
- Firm CRD
- 6413