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Kelle Lee Butler

FORD FINANCIAL GROUP, LLC·FRESNO, California
SIE, Series 6, Series 63Clean recordFORD FINANCIAL GROUP, LLC
5260 N. PALM AVENUE, FRESNO, CA 93704CRD# 4746402Firm CRD# 284977

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kelle Lee Butler · FRESNO, CA
Registration
CRD #4746402 · FORD FINANCIAL GROUP, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
FORD FINANCIAL GROUP, LLC
CRD 284977 · SEC 801-108765
AUM
$537M
Regulatory assets under management
Employees
16
2,023 client accounts
Services offered by FORD FINANCIAL GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FORD FINANCIAL GROUP, LLC →
Introduction

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Frequently Asked Questions

What services does Kelle Lee Butler offer?
Kelle Lee Butler specializes in Financial Planning, Investment Management. Contact their office in FRESNO, California for a consultation.
What are Kelle Lee Butler's credentials?
Kelle Lee Butler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kelle Lee Butler located?
Kelle Lee Butler is based in FRESNO, California, working with FORD FINANCIAL GROUP, LLC. Their office serves clients in the FRESNO metropolitan area and surrounding communities.
How does Kelle Lee Butler charge for services?
Kelle Lee Butler's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FORD FINANCIAL GROUP, LLC?
FORD FINANCIAL GROUP, LLC has approximately 16 employees and manages $537M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FORD FINANCIAL GROUP, LLC

Carole Riley Ford
FRESNO, CA
CFP
James Joseph Ford
FRESNO, CA

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Research
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