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Robert B

Series 63, Series 66

Glens Falls, NY

LPL Financial

Robert Butler III is a financial advisor with LPL Financial in Glens Falls, NY, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior roles include positions at Equity Services Inc, National Life Group, Northwestern Mutual, Bank of America, Merrill Lynch, and New York Life. He is also an adjunct financial services instructor at Bryant & Stratton College. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

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

CFP®, Series 63

Glens Falls, NY

LPL Financial

Christopher Fish is a CFP® certificant and Series 63 licensee with two years of industry experience. He currently works at LPL Financial and has held prior roles at Arrow Bank National Association since 2010. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advisory services through a large network of investment adviser representatives using a variety of investment strategies.

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

Series 65, Series 63

Glens Falls, NY

LPL Financial

Timothy Crowley is a financial advisor with LPL Financial in Glens Falls, NY, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at LPL Financial and Glens Falls National Bank and Trust Company since 2017 and previously with Key Investment Services LLC and Key Bank from 2015 to 2017. 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, wrap and model portfolio programs, and institutional platforms, supported by a network of more than 22,800 advisors.

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

Series 63, Series 65

Glens Falls, NY

LPL Financial

Andrew Walts is a financial advisor with LPL Financial in Glens Falls, NY, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at TD Private Client Wealth LLC and TD Bank. 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 and access to model portfolios and third-party asset management.

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

Series 66

Glens Falls, NY

LPL Financial

Blake Crothers is an advisor with LPL Financial holding a Series 66 designation and has been working in the financial services industry since 2023. His prior experience includes roles at Arrow Bank National Association, Kentucky Trust Company, and Brookbend. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with support from investment adviser representatives and advanced operational tools.

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