William
Billings
Transamerica Financial Advisors, Inc
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About this Advisor
William Billings is a financial advisor operating out of Hurricane, Utah who has 11 years of relevant experience. Billings is an employee of Transamerica Financial Advisors, Inc. Billings has gained experience at World Financial Group, Billings Financial Group, Transamerica Financial Advisors, Inc, Washington County Republican Party, Utah State Republican Party, Arches Health Plan, Select Health, William Billings For House Of Representative District 72, Willie Billings For Utah State House Of Representative District and Billings Rentals. Billings maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas and Utah. Transamerica Financial Advisors, Inc is a registered investment company headquartered in Saint Petersburg, FL. It has offices in 286 locations and a total of 1,235 people on staff. It manages $2 billion in total assets between its 59,659 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 18 charitable organizations. Of its 59,659 customer accounts, just 2% are associated with high-net-worth individuals who have greater than $1 million in assets. The business performs a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fee schedules are based on which services the firm provides the client. Fee types billed by Transamerica Financial Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,815,425,709
1,235
59,659
$30,430
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
William Billings Work History
William has been registered as a financial advisor for 11 years.*
Billings Rentals
Transamerica Financial Advisors, Inc
Billings Financial Group
World Financial Group
Billings Financial Group
William Billings For House Of Representative District 72
Willie Billings For Utah State House Of Representative District
Select Health
Arches Health Plan
Utah State Republican Party
Washington County Republican Party
*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 William Billings 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 Transamerica Financial Advisors, Inc
Plano, TX
San Jose, CA
Plano, TX
Irvine, CA
Colorado Springs, CO
Orem, UT
Pasadena, CA
Bridgeport, MI
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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