Billy Apodaca (CRD# 6399903) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in El Paso, TX and has over 6 years of experience in the finance industry.
CRD# 4138711
Securities America Advisors, Inc.
CRD# 5019215
Lpl Financial LLC
CRD# 3268054
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America N.a. | El Paso, TX | Nov 2020 - Current | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | El Paso, TX | Sep 2020 - Current | 3 |
| Edward Jones | El Paso, TX | Apr 2017 - Aug 2020 | 3 |
| The Apodaca Group, Inc. Dba Alphagraphics | El Paso, TX | Jan 2011 - Mar 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2017 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
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- Educational seminars/workshops
- Other
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