Vernon R. Billingsley

ASSET PRESERVATION GROUP

Grapevine, TX 76051

Some features on this profile are disabled

CRD#: 1714367

Professional summary

Vernon Russell Billingsley is a registered financial advisor currently at ASSET PRESERVATION GROUP INC located in Grapevine, Texas and PURSHE KAPLAN STERLING INVESTMENTS located in Grapevine, Texas.

Vernon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Vernon has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 62, Series 6 and Series 24 exams.

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.

1. The Asset Preservation Group, Inc. Investment Related. 2750 William D Tate Avenue, Suite 100, Grapevine, TX 76051. RIA. Vice President. 03/2007. 125 Hrs/Mo; All During Trading Hours. Maintain Client Accounts, Monitor Investment Progress, and Communicate with Clients. 2. Fixed Insurance - The Asset Preservation Group. 2750 William D Tate Avenue, Suite 100, Grapevine, TX 76051. Life Insurance & Fixed Annuity Sales. Sales Rep. 07/1999. 20 Hrs/Mo; All During Trading Hours. Life Insurance Sales and Planning. Fixed Annuity Sales.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vernon Russell Billingsley's CRS (Customer Relationship Summary).

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

January 5, 2009 - Present

ASSET PRESERVATION GROUP INC

Office #1: 2750 William D. Tate Ave. Suite 100, Grapevine, TX 76051

RIA

CRD#: 108150

Grapevine, TX

Current

September 29, 2017 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 2750 William D. Tate Avenue Suite 100, Grapevine, TX 76051

CRD#: 35747

Grapevine, TX

Past

November 3, 2008 - September 29, 2017

NATIONAL PLANNING CORPORATION

CRD#: 29604

GRAPEVINE, TX

Past

October 31, 2005 - November 4, 2008

OSAIC SERVICES, INC.

CRD#: 133763

GRAPEVINE, TX

Past

January 24, 1997 - December 31, 2008

ASSET PRESERVATION GROUP INC

RIA

CRD#: 108150

BEDFORD, TX

Past

January 24, 1997 - October 31, 2005

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

September 17, 1987 - January 31, 1997

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ASSET PRESERVATION GROUP INC

CRD#: 108150 / SEC#: 801-56931

RIA

Registered Investment Advisory firm - (10/22/1999 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(3/22/2024)

Alaska
(10/6/2017)

Arizona
(8/3/2018)

California
(9/29/2017)

Delaware
(3/22/2024)

Florida
(3/22/2024)

Georgia
(9/29/2017)

Idaho
(9/29/2017)

Maryland
(1/30/2018)

North Carolina
(9/29/2017)

Oklahoma
(3/29/2021)

Oregon
(12/4/2017)

Pennsylvania
(3/22/2024)

IAR

Texas
(1/5/2009)

Texas
(9/29/2017)

Virginia
(9/29/2017)

Washington
(9/29/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/22/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/16/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 62

Date: 9/1/1993

Corporate Securities Limited Representative Examination

General Industry/Product Exam

Series 6

Date: 9/16/1987

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/30/1994

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

ASSET PRESERVATION GROUP INC

CRD#: 108150 / SEC#: 801-56931

RIA

Registered Investment Advisory firm - (10/22/1999 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2750 William D. Tate Ave. Suite 100, Grapevine, TX 76051

Mailing Address

Phone number

(817) 251-1008

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART IIA BROCHURE W/WRAP BROCHRE-FEBRUARY 2021 (3/21/2025)

Regulatory assets under management

Total Number of Accounts	1,121
AUM (Assets Under Management)	$ 279,684,580

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.

Contact information

xxxxx@xxxx.xxx

Similar Advisors

David Alvarez

EDWARD JONES

IAR

Grapevine, TX

Sean Leonard

LPL FINANCIAL LLC

IAR

Hurst, TX

Kerry Prazak

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

IAR

SOUTHLAKE, TX

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Vernon R. Billingsley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vernon Russell Billingsley's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

NATIONAL PLANNING CORPORATION

OSAIC SERVICES, INC.

ASSET PRESERVATION GROUP INC

SUNAMERICA SECURITIES, INC.

WADDELL & REED

Primary Firm SEC Registration

ASSET PRESERVATION GROUP INC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/22/1999

Series 63

Date: 9/16/1987

SIE

Date: 10/1/2018

Series 62

Date: 9/1/1993

Series 6

Date: 9/16/1987

Series 24

Date: 11/30/1994

FINRA

Current Firm

ASSET PRESERVATION GROUP INC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ASSET PRESERVATION GROUP INC

TRUST BUT VERIFY

Contact information

Similar Advisors