James  Butler,  CFP<sup>&reg;</sup> - Financial Advisor

James Butler, CFP®

AIF

Managing Director, Partner

Marcum Wealth

492 Norristown Rd, Suite 160
Blue Bell, PA 19422
FINANCIAL ADVISOR'S WEBSITE
(610) 943-4512

General

James Butler is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association. Serving clients at Marcum Wealth in Blue Bell, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Long-term Care

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