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Earl Scott Butcher

Advisor at Fortress Private Ledger, LLC — Richlands, VA

Updated today

Credentials

Series 66

Experience

3 years

Location

Richlands, VA 24641

Fortress Private Ledger, LLC logo

Fortress Private Ledger, LLC

Team

Total advisors

20

Across 9 offices

Clients per advisor

34 Low

Avg AUM per client

$694,152 Low

HNW client ratio

14% Low

About

Earl Butcher is a financial advisor with Fortress Private Ledger, LLC and holds a Series 66 designation. He has three years of industry experience and previously worked at TruPoint Bank for 16 years. Outside of his advisory role, Mr. Butcher sells fixed life and annuity insurance through his separate business, Hometown Retirement Strategies. Fortress Private Ledger serves individuals, employer-sponsored retirement plans, and other entities with financial planning, portfolio management, and Qualified Opportunity Zone advisory services. The firm employs model-driven investment strategies combining technical and fundamental analysis and offers both discretionary and non-discretionary programs.

Client services

Based on Fortress Private Ledger, LLC

Financial planning Portfolio management Pension consulting Consulting

Expertise

Based on Fortress Private Ledger, LLC

Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Fortress Private Ledger, LLC

Founder/Business Owner Retired Executive

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Fee options

Fixed

Financial planning flat fee ranges from $600 to $350,000; QOZ Services initial flat fee negotiated per client

Project-based

Up to $600 per hour for financial planning; client-agreed hourly rate for consulting services

Performance-based

Up to 20% of profits exceeding benchmark (e.g., S&P 500) for qualifying clients with assets over $1 million or net worth over $2.1 million

Other

Account minimum: $100,000 for Portfolio Management Services; $1,000,000 for Retirement Plan Consulting (minimums may be waived)

Location

See office

Richlands, VA

101 Suffolk Avenue

Richlands VA 24641

Advisors at this office

1

Most active in

Virginia

Work history

3 years of industry experience

Hometown Retirement Strategies, LLC

2022 - Present • 4 years

Richlands, VA

TruPoint Bank

2006 - 2022 • 16 years

Grundy, VA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John S

Series 63, Series 65, Series 66

Richlands, VA

Vistafront Partners Inc

John Schweingrouber is a financial advisor at VistaFront Partners Inc with 10 years of industry experience. He holds Series 63, 65, and 66 designations. Prior to joining VistaFront Partners in 2019, he worked at Virginia Financial Innovation Corporation and has also been self-employed since 2004. Outside of advising, he writes and attempts to sell novels online. VistaFront Partners provides discretionary portfolio management primarily for individual clients, trusts, and business owners. The firm uses a combination of fundamental and technical analysis, generally following a long-term buy-and-hold strategy across various asset types, managing a modest asset base with a small client roster.

ESG / Sustainable investing Real estate investing
user avatar

Steven D

Series 63, Series 65

Cedar Bluff, VA

LPL Financial

Steven Davis is a financial advisor with LPL Financial in Cedar Bluff, VA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Securities America Advisors and Valic, with two decades at the latter. Davis is also licensed as an insurance agent selling term and whole life insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jonah D

Series 63, Series 65

Cedar Bluff, VA

LPL Financial

Jonah Davis is a financial advisor with LPL Financial holding Series 63 and Series 65 credentials and five years of industry experience. He has worked at LPL Financial since 2024 and previously held positions at Securities America Advisors, Securities America, Inc., South Guard Advisors, and Phaidon International. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research tools and a broad non-advisory financial services network.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

William P

Series 66

Richland, VA

Cambridge Investment Research Advisors

William Pennington is a Series 66-credentialed financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. Prior to joining Cambridge in 2023, he worked at Edward Jones for six years and spent 15 years at Centurylink. He serves on the board of Downtown Wytheville Inc. and is involved with charitable organizations including the Wytheville Ruritans and Lions Club, as well as Wytheville Volunteer Action Committee (WYVAC). Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using proprietary and third-party strategies with both discretionary and non-discretionary implementation options.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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