AdFi

Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
BH

Bill Harwood

Colorado·CRD #3171926
Dual-registered

Dual-registered at INDEPENDENT ADVISOR ALLIANCE, LLC

Experience
27 yrs
States
17
Exams
6
Since
1999
Est. fee
AUM / Hourly / Flat Fee
View profile
BT

Billie-Ann Teresa Bruce

Alabama·CRD #4813010
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
5 yrs
States
34
Exams
3
Since
2021
Est. fee
AUM / Commission / Flat Fee
View profile
BA

Billie Aponte

New Jersey·CRD #2975398
IA Rep

Investment Adviser Rep at SOUND INCOME STRATEGIES, LLC

Experience
16 yrs
States
1
Exams
3
Since
2010
Fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
BC

Billie Carl Cook

Arizona·CRD #6016363
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
14 yrs
States
9
Exams
5
Since
2012
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BJ

Billie Jo Davey-Salter

Arizona·CRD #5476020
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
17 yrs
States
20
Exams
3
Since
2009
Est. fee
AUM / Commission / Flat Fee
View profile
BL

Billie Lavelle Odom

N/A·CRD #2010368
Dual-registered

Dual-registered at COPPELL ADVISORY SOLUTIONS LLC

Experience
36 yrs
Exams
5
Since
1990
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
BM

Billie Mae Paveglio

Michigan·CRD #6720423
Dual-registered

Dual-registered at NORTHERN EDGE WEALTH MANAGEMENT

Experience
7 yrs
States
1
Exams
4
Since
2019
Est. fee
AUM / Hourly / Flat Fee
View profile
BR

Bill R. Barba

Indiana·CRD #2673186
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
15 yrs
States
3
Exams
4
Since
2011
Est. fee
AUM / Hourly / Flat Fee
View profile
BS

Bill S Childers

Arizona·CRD #45730
Dual-registered

Dual-registered at USA FINANCIAL SECURITIES LLC

Experience
53 yrs
States
13
Exams
5
Since
1973
Est. fee
AUM / Commission / Hourly / Flat Fee
View profile
BS

Bill Shane Pinkerton

Alabama·CRD #1106542
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
43 yrs
States
27
Exams
9
Since
1983
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BS

Bill Stevenson Childers

Arizona·CRD #2526299
IA Rep

Investment Adviser Rep at USA FINANCIAL SECURITIES LLC

Experience
31 yrs
States
8
Exams
4
Since
1995
Est. fee
AUM / Commission / Hourly / Flat Fee
View profile
BB

Billy Bob King

Alabama·CRD #2764098
Dual-registered

Dual-registered at CAVANAL HILL INVESTMENT MANAGEMENT, INC.

Experience
30 yrs
States
53
Exams
6
Since
1996
Fee
AUM
View profile
BC

Billy Charles Brown

Arkansas·CRD #6545889
IA Rep

Investment Adviser Rep at SILVER OAK SECURITIES, INC.

Experience
6 yrs
States
3
Exams
3
Since
2020
Est. fee
AUM / Hourly / Flat Fee
View profile
BD

Billy Dewayne Ray

Alabama·CRD #7395280
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
3 yrs
States
49
Exams
4
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
BG

Billy Gene Brown

Alabama·CRD #2615538
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
31 yrs
States
8
Exams
3
Since
1995
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BG

Billy G Storlie Jr

Alaska·CRD #6034885
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
8 yrs
States
18
Exams
3
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
BJ

Billy James Aycock

Alabama·CRD #4069907
Dual-registered

Dual-registered at CABIN ADVISORS, LLC

Experience
25 yrs
States
25
Exams
6
Since
2001
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
BJ

Billy Joe Estes III

Alabama·CRD #4814625
Dual-registered

Dual-registered at &PARTNERS

Experience
22 yrs
States
23
Exams
4
Since
2004
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based / Subscription / Other
View profile
BL

Billy Lee Apodaca

Arizona·CRD #6399903
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
9 yrs
States
17
Exams
3
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
BR

Billy Ray Loveless Mr.

Georgia·CRD #4764473
IA Rep

Investment Adviser Rep at GEORGE M. HILLER COMPANIES, LLC

Experience
21 yrs
States
1
Since
2005
Est. fee
AUM / Hourly / Flat Fee
Minimum
$250k
View profile
BR

Billy Ray Williams

Alabama·CRD #4447994
Dual-registered

Dual-registered at WILLIAMS FINANCIAL GROUP

Experience
25 yrs
States
2
Exams
5
Since
2001
Est. fee
AUM / Hourly / Flat Fee
Minimum
$250k
View profile
BY

Billy Ying Chiu

Alaska·CRD #4973238
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
20 yrs
States
20
Exams
3
Since
2006
Est. fee
AUM / Commission / Flat Fee
View profile
BY

Billy You

Alabama·CRD #6818191
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
7 yrs
States
41
Exams
3
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
BC

Bin Chen

Massachusetts·CRD #2958081
IA Rep

Investment Adviser Rep at HIGHTOWER ADVISORS, LLC

Experience
4 yrs
States
1
Since
2022
Est. fee
AUM / Hourly / Flat Fee / Other
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

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