Billy Briggs, financial advisor Allen TX

Billy Briggs

CRD Number: 4008054
Current Firm: Clear And Simple Financial Group LLC

Billy Briggs (CRD# 4008054) is an Investment Advisor Representative working at Clear And Simple Financial Group LLC in Allen, TX and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Clear And Simple Financial Group, LLC Allen, TX Jun 2020 - Current 3
Billy Briggs/level Iii Productions Allen, TX Jun 2020 - Current 3
Usaa Investment Management Company Allen, TX Jan 2018 - Jun 2020 2
Usaa Financial Advisors Inc. Allen, TX Aug 2011 - Jun 2020 8
Usaa Investment Services Company Addison, TX Aug 2011 - Jun 2020 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1999
S65 NASAA Investment Advisors Law Examination Apr 2011
Contact Info for Billy W. Briggs
Phone Number: 469-668-6258
Registered State(s):
  • TX
Current Firm Details
Clear And Simple Financial Group LLC
Firm's CRD Number: 309957
By the Numbers
  • Total Assets Under Management
    8
    MILLIONS
  • Total Number of Accounts
    47
    ACCOUNTS
  • Average Account Value
    $171,991
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

TX

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