Allen Jones Butler

Employer firm

Pullen Investment Management CRD 310149

$221M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• FINANCIAL CONSULTING SERVICES

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

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

Current Employers

Employment History

• 01/2010 → 12/2022
  South River Investment Manaagement
  Bradenton, FL
• 01/2023 → Present
  Pullen Investment Management
  Bradenton,, FL

Previous Registrations

• 2010-07-16 → 2022-12-31
  Butler Investment Management
  Bradenton, FL
• 2010-07-16 → 2021-12-31
  Butler Investment Management
  Bradenton, FL
• 2010-07-16 → 2010-12-31
  Butler Investment Management
  Bradenton, FL

Other Businesses

1. ALLEN BUTLER HELPS TO OPERATE A SMALL FARM NEAR HARRISONBURG, VA DURING THE SUMMER AND EARLY FALL(6/1-10/15). DURING THAT PERIOD APPROXIMATELY 35% OF HIS WORK WEEK IS DEVOTED TO FARM OPERATIONS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-02-25