Gilbert Butler

Financial Planner at Lucas Retirement Group
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Contact Information
us****@****om
(386) 825-5501
Location
Scottsdale, Arizona, United States, US

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Credentials

  • Bloomberg Essentials Certificate
    Bloomberg LP
    May, 2015
    - Nov, 2024
  • Series 66
    FINRA
  • Series 7
    FINRA (Financial Industry Regulatory Authority)

Experience

  • Lucas Retirement Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Planner
      • Aug 2023 - Present

      Comprehensive Financial Planner Retirement income gap solutions Planswell software Comprehensive Financial Planner Retirement income gap solutions Planswell software

  • Envirosystems
    • Greater Flagstaff Area
    • Field Archaeologist Technician
      • May 2023 - Aug 2023

  • Vanguard
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Financial Planner
      • May 2021 - Feb 2023

      Equities Advisor and Trader Equities Advisor and Trader

  • Commonwealth Financial Group
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Investment Adviser Representative , Financial Planner , Broker
      • Feb 2019 - May 2021

  • New York Life Insurance Company
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Services Professional
      • Aug 2018 - Jan 2019

  • Citizens Securities, Inc.
    • Financial Services
    • 200 - 300 Employee
    • Registered Representative
      • Aug 2016 - Apr 2018

      Top 10 banker each quarter. Provided banking and financial solutions to clients on Boston's North Shore. Worked as a junior financial consultant assistant, referring sales to Citizens Investment Advisory. Agent for mortgages, loans, and lines of credit. Ranked top 10 in Investment inflows each quarter. Attracted high net-worth clients to Citizens Private Bank. Top 10 banker each quarter. Provided banking and financial solutions to clients on Boston's North Shore. Worked as a junior financial consultant assistant, referring sales to Citizens Investment Advisory. Agent for mortgages, loans, and lines of credit. Ranked top 10 in Investment inflows each quarter. Attracted high net-worth clients to Citizens Private Bank.

  • Forest Highlands Golf Club
    • United States
    • Hospitality
    • 1 - 100 Employee
    • Golf Professional Assistant / Shift Captain
      • Apr 2009 - Aug 2015

      Top 100 Golf Club Top 100 Golf Club

Education

  • Northern Arizona University-The W. A. Franke College of Business
    Bachelor of Science - BS, Finance
  • Northern Arizona University
    Bachelor of Arts - BA, History
    2004 - 2008
  • Arizona State University
    Art History, Criticism and Conservation
    2005 - 2006

Community

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