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Butler Freeman Tally Financial Group, Llc




Butler Freeman Tally Financial Group, Llc is a member of NASD the National Association of Security Dealer. NASD is a self regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.

The firm is a SEC registered broker/dealer with headquarters located in Bedford, Texas their office is centrally located to provide the highest quality of service from coast to coast.

Each member of the firm is a practicing financial planner. With over 50 combined years in the financial industry, they understand what today's independent reps encounter and the difficulties they face. They know that in a fast paced market there is a premium placed on flexibility and support.

As independent producers, they recognize that this type of environment does not develop as a matter of happenstance. It is their mission to think like an entrepreneur. These ideals frame their goals and guide their actions.

The firm provides both a broker dealer and RIA platform to support either side of your business. In addition, training and assistance is provided to those reps seeking to improve their skills and expand their knowledge base. Make no mistake, financial planning is their forte at Butler Freeman Tally.

Transition from your current Broker Dealer that includes licensing and reappointment, block transfers, client applications, stationary and letterhead, client notification and transition support team.

They provide in-house training for all representatives. This includes training on financial planning strategies, how to process business, and client servicing. Additionally, they made the transition from commission to fee income several years ago and will work with you to help make it a smooth transition for you, too.

The firm has experienced transitions has and developed a plan to make the journey easy for you. They have the knowledge and support necessary in many areas to help make that transition quickly and efficiently.

Their role in the partnership is to listen to your business concerns and be responsive to your needs as your practice evolves. We strive to compliment your practice and not be an adversary. You are their client. Their goal is to have a compensation package that meets and often exceeds the industry standards.

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