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Jeffery Logan Butler

LAKE POINT WEALTH MANAGEMENT, LLC·HEATH, Texas
Series 65Clean record6 years registeredLAKE POINT WEALTH MANAGEMENT, LLC
1 HORIZON COURT, HEATH, TX 75032CRD# 6802076Firm CRD# 170398

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffery Logan Butler · HEATH, TX
Registration
CRD #6802076 · LAKE POINT WEALTH MANAGEMENT, LLC · 6 years registered
Brand Profile
Not yet started
01

Career History

OPENAIR FINANCIAL, LLC
Feb 2021 – present
ATRIUM CAPITAL MANAGEMENT
May 2020 – Jan 2021
ROCKWALL, TX
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · May 7, 2020
Years registered · 6
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LAKE POINT WEALTH MANAGEMENT, LLC
CRD 170398 · SEC 801-110687
Employees
16
Total firm employees
Services offered by LAKE POINT WEALTH MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
Nonprofits & Foundations
View all advisors at LAKE POINT WEALTH MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Jeffery Logan Butler offer?
Jeffery Logan Butler specializes in Investment Management, Fee-Only Advisory. Contact their office in HEATH, Texas for a consultation.
What are Jeffery Logan Butler's credentials?
Jeffery Logan Butler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffery Logan Butler located?
Jeffery Logan Butler is based in HEATH, Texas, working with LAKE POINT WEALTH MANAGEMENT, LLC. Their office serves clients in the HEATH metropolitan area and surrounding communities.
How does Jeffery Logan Butler charge for services?
Jeffery Logan Butler's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LAKE POINT WEALTH MANAGEMENT, LLC?
LAKE POINT WEALTH MANAGEMENT, LLC has approximately 16 employees. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LAKE POINT WEALTH MANAGEMENT, LLC

Howard Reid Johnson
HEATH, TX
Brent Williams
HEATH, TX

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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