Billie L. Odom

COPPELL ADVISORY SOLUTIONS LLC

Jonesboro, AR

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CRD#: 2010368

Professional summary

Billie Lavelle Odom, CFP®, who also goes by Bill L Odom Jr, Bill L Odom, Bill Lavelle Odom Jr, Bill Lavelle Odom, is a registered financial advisor currently at COPPELL ADVISORY SOLUTIONS LLC located in Jonesboro, Arkansas.

Billie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Billie has worked at 20 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

What are your service offerings?

Investment Planning

Retirement Income Management

Insurance Planning

Retirement Planning

Estate Planning

Are you a "fiduciary"?

Yes

Aliases

Bill L Odom Jr | Bill L Odom | Bill Lavelle Odom Jr | Bill Lavelle Odom

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.

2/18/2021 - Odom Financial Services - Investment Related - Home Based - Non-Variable Insurance - Agent - Started 02/08/2021 - 20-25 Hours Per Week

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Billie Lavelle Odom'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®

CFP^®

Certified Financial Planner

Start date: 1999

Experience

Current

February 16, 2024 - Present

COPPELL ADVISORY SOLUTIONS LLC

RIA

CRD#: 156549

Jonesboro, AR

Past

August 4, 2020 - September 1, 2023

LPL FINANCIAL LLC

RIA

CRD#: 6413

JONESBORO, AR

Past

August 4, 2020 - September 1, 2023

LPL FINANCIAL LLC

CRD#: 6413

JONESBORO, AR

Past

July 13, 2018 - July 30, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Jonesboro, AR

Past

July 3, 2018 - July 30, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Jonesboro, AR

Past

December 12, 2014 - September 25, 2018

INVESTMENT PROFESSIONALS, INC.

RIA

CRD#: 30184

Jonesboro, AR

Past

December 12, 2014 - September 25, 2018

INVESTMENT PROFESSIONALS, INC.

CRD#: 30184

Jonesboro, AR

Past

June 2, 2014 - March 9, 2015

BROOKSTONE WEALTH ADVISORS, LLC

RIA

CRD#: 137658

SIKESTON, MO

Past

January 9, 2014 - December 12, 2014

TAYLOR CAPITAL MANAGEMENT INC.

CRD#: 43559

SIKESTON, MO

Past

January 6, 2014 - December 31, 2014

W & M CAPITAL MANAGEMENT, LLC

RIA

CRD#: 166094

SIKESTON, MO

Past

January 6, 2011 - January 3, 2014

MAIN STREET ADVISORS, LLC

RIA

CRD#: 116303

SIKESTON, MO

Past

January 6, 2011 - January 6, 2014

INDEPENDENT FINANCIAL GROUP, LLC

CRD#: 7717

SIKESTON, MO

Past

January 5, 2009 - January 6, 2011

QUESTAR ASSET MANAGEMENT, INC.

RIA

CRD#: 133358

MINNEAPOLIS, MN

Past

January 5, 2009 - January 6, 2011

QUESTAR CAPITAL CORPORATION

CRD#: 43100

SIKESTON, MO

Past

May 2, 2007 - December 31, 2008

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

CAPE GIRARDEAU, MO

Past

May 2, 2007 - December 31, 2008

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

CAPE GIRARDEAU, MO

Past

April 20, 1999 - May 2, 2007

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

SIKESTON, MO

Past

January 11, 1999 - May 2, 2007

CETERA WEALTH SERVICES, LLC

CRD#: 13572

SIKESTON, MO

Past

January 14, 1998 - January 5, 1999

PFIC SECURITIES CORPORATION

CRD#: 34941

FRANKLIN, TN

Past

August 13, 1997 - January 6, 1998

NATIONSSECURITIES

CRD#: 32542

Past

February 22, 1994 - August 13, 1997

BOATMEN'S INVESTMENT SERVICES, INC.

CRD#: 17533

ST. LOUIS, MO

Past

August 17, 1993 - March 18, 1994

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

WINDSOR, CT

Past

March 11, 1993 - August 6, 1993

GUARDIAN INVESTOR SERVICES LLC

CRD#: 6635

NEW YORK, NY

Past

July 30, 1990 - January 27, 1993

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

December 18, 1989 - June 15, 1990

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, MN

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".

COPPELL ADVISORY SOLUTIONS LLC

CRD#: 156549 / SEC#: 801-72171

RIA

Registered Investment Advisory firm - (2/28/2011 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.

Highlighted states indicate IAR registrations

IAR

Arkansas
(2/16/2024)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/12/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/14/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/11/1994

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/14/1989

Investment Company Products/Variable Contracts Representative Examination

Current Firm

COPPELL ADVISORY SOLUTIONS LLC

CRD#: 156549 / SEC#: 801-72171

RIA

Registered Investment Advisory firm - (2/28/2011 Approved)

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Contact information

Main Address

9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019

Mailing Address

Phone number

(817) 888-8020

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (50 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FUSION FORM ADV PART 2A BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts	9,334
AUM (Assets Under Management)	$ 1,077,958,560

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

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Advisor Monitoring

Firm Stability Insights

Billie L. Odom

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Billie Lavelle Odom's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

INVESTMENT PROFESSIONALS, INC.

INVESTMENT PROFESSIONALS, INC.

BROOKSTONE WEALTH ADVISORS, LLC

TAYLOR CAPITAL MANAGEMENT INC.

W & M CAPITAL MANAGEMENT, LLC

MAIN STREET ADVISORS, LLC

INDEPENDENT FINANCIAL GROUP, LLC

QUESTAR ASSET MANAGEMENT, INC.

QUESTAR CAPITAL CORPORATION

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

PFIC SECURITIES CORPORATION

NATIONSSECURITIES

BOATMEN'S INVESTMENT SERVICES, INC.

VOYA FINANCIAL ADVISORS, INC.

GUARDIAN INVESTOR SERVICES LLC

MML INVESTORS SERVICES, LLC

WOODBURY FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

COPPELL ADVISORY SOLUTIONS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/12/1997

Series 63

Date: 12/14/1989

SIE

Date: 10/1/2018

Series 7

Date: 4/11/1994

Series 6

Date: 12/14/1989

Current Firm

COPPELL ADVISORY SOLUTIONS LLC

Contact information

SEC notice filing (50 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COPPELL ADVISORY SOLUTIONS LLC

TRUST BUT VERIFY

Contact information

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