William C Butler

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2000 → Present
  New York Life Insurance Company
  Knoxville, TN
• 06/2016 → Present
  Eagle Strategies Llc
  Knoxfille, TN
• 01/2022 → Present
  Mahoney Financial Organization, Llc
  Knoxville, TN

Other Businesses

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 265 BROOKVIEW CENTRE WAY SUITE 102, KNOXVILLE, TN 37919; START DATE 02/2004; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 15 HOURS PER MONTH; 15 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [OPERATING UNDER THE DBA NAME OF MAHONEY FINANCIAL ORGANIZATION, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; KNOXVILLE, TN; START DATE: 01/2022]

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-07-27

Designations

• Chartered Financial Consultant