Billy
Defrance
Lauterbach Financial Advisors, LLC
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About this Advisor
Billy Defrance is a certified financial planner operating in El Paso, Texas with a total of 19 years of industry experience. Defrance currently works for Lauterbach Financial Advisors, LLC. They have spent their complete career at Lauterbach Financial Advisors, Llc. Defrance holds a Series 65 license, which qualifies them as an investment advisor representative, and can operate in Texas. Lauterbach Financial Advisors, LLC is a registered investment firm that has its headquarters in El Paso, TX. It has $486 million in assets under management across its 987 customer accounts, making it one of the larger financial advisory firms in the United States by assets under management. The firm provides services to 10 charitable organizations. Of its 987 customer accounts, 28% are held by high-net-worth individuals who have more than $1 million in investable assets. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules depend on which service is offered. However, fee types billed by Lauterbach Financial Advisors, LLC most likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lauterbach Financial Advisors, LLC Brokerage Details
$485,940,617
7
987
$492,341
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Billy Defrance Work History
Billy has been registered as a financial advisor for 19 years.*
Lauterbach Financial Advisors, LLC
*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 Billy Defrance 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 Lauterbach Financial Advisors, LLC
El Paso, TX
El Paso, TX
El Paso, TX
El Paso, TX
El Paso, TX
El Paso, TX
El Paso, TX
El Paso, TX
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
