TB
CFP
TB
CFP

Thomas Arthur Butler

42 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
732 clients
Average Client Portfolio
$500K average
Assets Under Management
$366.3M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

904 North State Street, Greenfield, IN, 46140

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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

Thomas is a partner in Pillar Real Estate, investing in real estate, and owns multiple rental properties through Pillar Real Estate LLC and B & C Properties LLC. He also provides investment advisory services through Charter Advisory Corporation and sells non-variable insurance through Butler Insurance, dedicating about half his time to insurance activities.

Employment History
Current Registrations
Charter Advisory Corporation
April 2010 - Present · 15 yrs 10 mos
LPL Financial LLCBroker
September 2009 - Present · 16 yrs 5 mos
Previous Registrations
Mutual Service CorporationBroker
July 2002 - September 2009 · 7 yrs 2 mos
Nathan & Lewis Securities, INC.Broker
July 1997 - August 2002 · 5 yrs 1 mo
Manulife Financial Securities LLCBroker
April 1992 - June 2002 · 10 yrs 2 mos
Mutual Service CorporationBroker
June 1991 - December 1991 · 6 mos
Mutual Service CorporationBroker
February 1989 - June 1990 · 1 yr 4 mos
Manequity, INC.Broker
March 1982 - February 1989 · 6 yrs 11 mos
State Registrations17 states
AKCACTFLGAINLAMIMONJNYOHOKORSCTXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.