Robert F 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 LLCDec 2025 to now
- Arrow Bank National Assoc.Dec 2025 to now
- Equity Services IncFeb 2021 to Dec 2025
- National Life GroupNov 2020 to Dec 2025
- Northwestern Mutual Investment Services LLCFeb 2020 to Dec 2020
- Northwestern Mutual Life Insurance CompanyFeb 2020 to Dec 2020
- Bank of AmericaJul 2019 to Feb 2020
- Merrill LynchMar 2019 to Feb 2020
- Burnt Hills-ballston Lake School DistrictMar 2017 to Mar 2019
- New York Life SecuritiesMar 2016 to Mar 2019
- New York LifeOct 2015 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6583702
- Firm CRD
- 6413