Claim Profile
KB

Kelle Lee Butler

FORD FINANCIAL GROUP, LLC·FRESNO, California
Unclaimed Profile
5260 N. PALM AVENUE, FRESNO, CA 93704CRD# 4746402Firm CRD# 284977
01

About

Kelle Lee Butler is a registered financial advisor based in FRESNO, California, affiliated with FORD FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FORD FINANCIAL GROUP, LLC
FORD FINANCIAL GROUP
AUM
$537M
Regulatory assets under management
Employees
16
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4746402
Firm CRD# 284977
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in FRESNO?

Browse all registered financial advisors in FRESNO, California or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty