Billy Defrance
CRD Number: 4888322Current Firm: Lauterbach Financial Advisors, LLC
Compensation Model: Fee Only
Billy Defrance (CRD# 4888322) is an Investment Advisor Representative working at Lauterbach Financial Advisors, LLC in El Paso, TX and has over 14 years of experience in the finance industry. Billy Defrance has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4138711
Securities America Advisors, Inc.
CRD# 5019215
Lpl Financial LLC
CRD# 6399903
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lauterbach Financial Advisors, LLC | El Paso, TX | May 2004 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2004 |
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Total Assets Under Management550MILLIONS
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Total Number of Accounts1,003ACCOUNTS
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Average Account Value$548,224
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, LA, NM, TX, WA
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