DB
DB

Danny Lee Butcher

16 Years of Experience
1 DisclosureSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
1,538 clients
Average Client Portfolio
$410K average
Assets Under Management
$629.9M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

415 Church Street, Apt 2302, Nashville, TN, 37219

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History

Regulatory History (1)
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Employment Separation After Allegations
January 2016
Other Business ActivitiesSells Insurance

Danny operates a branch office for Woodstock Wealth Management and sells non-securities life insurance through DL Butcher Consulting, dedicating minimal time to each. He also sells and maintains property and casualty insurance policies through DL Butcher Consulting LLC DBA Butcher Agency, devoting about 35% of his time to this activity.

Employment History
Current Registrations
Woodstock Wealth Management, INC.
July 2018 - Present · 7 yrs 7 mos
Previous Registrations
Woodstock Financial Group, INC.Broker
February 2016 - December 2019 · 3 yrs 10 mos
Woodstock Financial Group, INC.
February 2016 - November 2018 · 2 yrs 9 mos
Edward Jones
June 2009 - February 2016 · 6 yrs 8 mos
Edward JonesBroker
June 2009 - February 2016 · 6 yrs 8 mos
State Registrations3 states
FLTNTX
Advisor
Exams
No exam information available for this advisor.
Danny Lee Butcher - Financial Advisor | TrueAdvisor