Brian Butler Email & Phone Number
CEO and Senior Wealth Advisor @ Wealth Standard Financial
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Brian Butler Location
- Houston, TX, US
Brian Butler Work
- CEO and Senior Wealth Advisor @ (August 2016 - Present)
- Advisory Board Member @ (September 2021 - Present)
- President @ (August 2022 - Present)
- Vice President- Investments and Private Client Advisor @ (September 2012 - August 2016)
- Financial Advisor, CRPC, CSNA @ (June 2005 - August 2012)
Brian Butler Education
- Pepperdine Graziadio Business School
Executive Certificate in Financial Planning (Financial Planning)
2018-2023 - CreativeMind
Certified Jungian Life Coach (Mindset and performance)
2021-2022 - College for Financial Planning
Chartered Retirement Planning Counselor (Retirement Planning)
2011-2011 - National Academy of Sports Medicine
CPT (PES, Fitness Training)
2009-2009 - University of Houston-Downtown
Bachelor of Business Administration (B.B.A.) (MANAGEMENT)
- Lamar High School
Business Administration and Management (General)
Brian Butler Skills
- 401(k) Retirement Savings Plans
- 401k Rollovers
- Alternative Investments
- Asset Allocation
- Chartered Retirement Planning Counselor (CRPC)
- ETFs
- Employee Benefits
- Estate Planning
- Fiduciary Management
- Finance
- Financial Advisory
- Financial Analysis
- Financial Planning
- Financial Risk
- Hedge Funds
- IRAs
- Insurance
- Investment Advisory
- Investment Strategies
- Investments
- Life Insurance
- Mutual Funds
- Portfolio Management
- Private Equity
- Retirement Planning
- Retirement Solutions
- Risk Management
- Securities
- Separately Managed Accounts
- Series 7
- Wealth Management
- Wealth Management Services
Brian Butler Summary
- Brian Butler, based in Houston, TX, US, is currently a CEO and Senior Wealth Advisor at Wealth Standard Financial. Brian Butler brings experience from previous roles at CHIP (Changing How Individuals Prosper), Wealth Standard Insurance, J.P. Morgan and Merrill Lynch. Brian Butler holds a 2018 - 2023 Executive Certificate in Financial Planning in Financial Planning @ Pepperdine Graziadio Business School. With a robust skill set that includes 401(k) Retirement Savings Plans, 401k Rollovers, Alternative Investments, Asset Allocation, Chartered Retirement Planning Counselor (CRPC) and more. Brian Butler has 5 emails and 2 mobile phone numbers on RocketReach.
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