Vernon Russell Billingsley
Investment Adviser Representative at Asset Preservation Group Inc
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Vernon Russell Billingsley is an investment adviser representative with Asset Preservation Group Inc in Grapevine, TX, where they have been registered since 2009. They have worked in the securities industry since 1987. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 24 (general securities principal), and Series 63 (state securities agent). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
16 states and territories
Alabama, Alaska, Arizona, California, Delaware, Florida, Georgia, Idaho, Maryland, North Carolina, Oklahoma, Oregon, Pennsylvania, Texas, Virginia, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Asset Preservation Group IncJul 1999 – no end date reportedBedford, TX
- National Planning CorporationNov 2008 – Sep 2017Grapevine, TX
- Purshe Kaplan Sterling Investments, IncSep 2017 – no end date reportedAlbany, NY
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Asset Preservation Group Inc
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment management including personalized portfolio design and monitoring; retirement income and distribution planning; family wealth and estate planning; fee-based asset management with no transaction costs; recommendations on employer retirement plans (401(k), 403(b), TSP); active investment strategies for risk reduction; tax planning; and ongoing client communications including annual reviews and market commentary.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Grapevine, TX
- SEC file number:
- 801-56931
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 25, 2026
View full firm profileOther advisors at Asset Preservation Group Inc
1 other advisor in the directory
View Asset Preservation Group Inc firm profileSimilar advisors in Grapevine, TX
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Vernon Russell Billingsley has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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