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

James Butler, CFP®

AIF

Videre Wealth Management, Inc.

557 West Uwchlan Ave, Ste 240
Exton, PA 19341
(610) 458-5790

General

James Butler is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Videre Wealth Management, Inc. in Exton, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CSA, CLU

Insurance Licenses

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

Broker-Dealer Affiliation

None/NA

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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Helpful Financial Planning Resources