Billy Clark, financial advisor Irving TX

Billy Clark

CRD Number: 2142590
Current Firm: Kestra Advisory Services, LLC

Billy Clark (CRD# 2142590) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Irving, TX and has over 32 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Kestra Advisory Services, LLC Irving, TX Apr 2016 - Current 8
Kestra Investment Services, LLC Irving, TX Sep 2005 - Current 18
Nfp Securities, Inc. Irving, TX Sep 2005 - Apr 2016 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1991
S65 NASAA Investment Advisors Law Examination Nov 1999
Disclosure Information

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
Contact Info for Billy L. Clark
Phone Number: 8445537872
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    48,324
    MILLIONS
  • Total Number of Accounts
    140,425
    ACCOUNTS
  • Average Account Value
    $344,129
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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