Thomas
Billups
Woodmont Advisory Group, Inc
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About this Advisor
Thomas Billups is a financial advisor who works out of Brandon, Mississippi with 20 years of relevant experience. Billups works at Woodmont Advisory Group, Inc. Throughout their career, Billups has worked at Woodmont Advisory Group Inc and Carleton Billups & Associates. Billups is able to operate in Mississippi. Woodmont Advisory Group, Inc is an advisory business headquartered in Brandon, MS. It oversees $173 million in assets among its 359 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 359 client accounts, just 3% are associated with high-net-worth individuals who have more than $1 million in investable assets. The firm provides a few services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors depend on which services the firm provides the client. However, fees billed by Woodmont Advisory Group, Inc typically consist of asset-based fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Woodmont Advisory Group, Inc Brokerage Details
$172,597,662
2
359
$480,773
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Thomas Billups Work History
Thomas has been registered as a financial advisor for 20 years.*
Woodmont Advisory Group Inc
Carleton Billups & Associates
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Thomas Billups to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Woodmont Advisory Group, Inc
Brandon, MS
Brandon, MS
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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