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BC

Billy W. Clements

FINANCIAL SECURITY SERVICES GROUP
AMARILLO, TX
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CRD#: 1219382
BC

Professional summary


Billy Wayne Clements is a registered financial advisor currently at FINANCIAL SECURITY SERVICES GROUP, INC. located in Amarillo, Texas.

Billy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Billy has worked at 13 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Billy Wayne Clements's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

May 15, 2024 - Present

FINANCIAL SECURITY SERVICES GROUP, INC.

RIA
CRD#: 167464
AMARILLO, TX
Past

July 3, 2023 - December 31, 2023

CALTON & ASSOCIATES, INC.

BD
CRD#: 20999
TAMPA, FL
Past

April 12, 2023 - December 31, 2023

DOMINION PORTFOLIO MANAGEMENT, INC.

RIA
CRD#: 106918
AMARILLO, TX
Past

May 4, 2021 - July 20, 2023

DOMINION INVESTOR SERVICES, INC.

BD
CRD#: 21548
AMARILLO, TX
Past

March 13, 2019 - March 31, 2020

TITAN SECURITIES

RIA
CRD#: 131392
Amarillo, TX
Past

March 11, 2019 - March 31, 2020

TITAN SECURITIES

BD
CRD#: 131392
Amarillo, TX
Past

January 2, 2018 - December 31, 2018

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
AMARILLO, TX
Past

January 2, 2018 - December 31, 2018

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
AMARILLO, TX
Past

February 5, 2013 - October 10, 2016

LPL FINANCIAL LLC

RIA
CRD#: 6413
AMARILLO, TX
Past

February 5, 2013 - October 10, 2016

LPL FINANCIAL LLC

BD
CRD#: 6413
AMARILLO, TX
Past

October 25, 1999 - December 31, 2012

VOYA FINANCIAL ADVISORS, INC.

RIA
CRD#: 2882
AMARILLO, TX
Past

October 25, 1999 - December 31, 2012

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
AMARILLO, TX
Past

March 24, 1992 - December 10, 1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680
NEWARK, NJ
Past

March 24, 1992 - October 20, 1999

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

March 22, 1989 - March 5, 1992

BMA FINANCIAL SERVICES, INC.

BD
CRD#: 7943
KANSAS CITY, MO
Past

February 22, 1988 - March 22, 1989

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

December 21, 1983 - February 27, 1988

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(5/15/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 4/12/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


FS
FINANCIAL SECURITY SERVICES GROUP, INC.
FINANCIAL SECURITY SERVICES GROUP, INC.

CRD#: 167464 / SEC#:

California
Registered Investment Advisory firm - (3/28/2023 Approved)
Texas
Registered Investment Advisory firm - (5/16/2013 Approved)
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Contact information


Main Address
2900 Village Parkway Suite 330, Highland Village, TX 75077
Mailing Address
Phone number
(817) 251-1777
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts415
AUM (Assets Under Management)$ 64,500,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FINANCIAL SECURITY SERVICES GROUP, INC.

CRD#: 167464Amarillo, TX

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