Unclaimed Profile

Julia Langley Butler

THE FIDUCIARY GROUP, LLC·SAVANNAH, Georgia

Series 65Clean record17 years registeredTHE FIDUCIARY GROUP, LLC

310 COMMERCIAL DRIVE, SAVANNAH, GA 34106-3682CRD# 5302774Firm CRD# 221530

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Julia Langley Butler · SAVANNAH, GA

Registration

CRD #5302774 · THE FIDUCIARY GROUP, LLC · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THE FIDUCIARY GROUP, LLC

THE FIDUCIARY GROUP

Aug 2015 – Feb 2021

SAVANNAH, GA

THE FIDUCIARY GROUP

Aug 2009 – May 2015

SAVANNAH, GA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 6, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE FIDUCIARY GROUP, LLC

CRD 221530 · SEC 801-96251

AUM

$1.6B

Regulatory assets under management

Employees

1,566 client accounts

Services offered by THE FIDUCIARY GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE FIDUCIARY GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Julia Langley Butler offer?

Julia Langley Butler specializes in Financial Planning, Investment Management, Wealth Management.

What are Julia Langley Butler's credentials?

Julia Langley Butler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Julia Langley Butler located?

Julia Langley Butler is based in SAVANNAH, Georgia, last registered with THE FIDUCIARY GROUP, LLC.

How does Julia Langley Butler charge for services?

Julia Langley Butler's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE FIDUCIARY GROUP, LLC?

THE FIDUCIARY GROUP, LLC has approximately 16 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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