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Cade Butterworth

Investment adviser representative at LPL Financial LLC
11 yearsExperience
2 statesRegistered 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.

  1. LPL Financial LLCDec 2024 to now
  2. Oregon State UniversityApr 2022 to now
  3. Oregon Army National GuardAug 2020 to now
  4. Legacy FinancialJun 2023 to Sep 2023
  5. Towne ParkJun 2023 to Sep 2023
  6. Jim Kuhlman State FarmFeb 2023 to Jan 2024
  7. TargetJun 2020 to Aug 2020
  8. Wilsonville High SchoolJun 2017 to May 2021
  9. Wood Middle SchoolMay 2015 to Jun 2017

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (OR, TX).

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
7774117
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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