William Charles Billings
Professional Summary
William Charles Billings, who also goes by Willie Charles Billings, is a registered financial advisor currently at YOUR IA, LLC located in Hurricane, Utah and FIRST ASSET FINANCIAL INC. located in Hurricane, Utah. William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. William has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Willie Charles Billings
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
Languages
xxxxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
34 years in the financial services industry
Current & Past Employments
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Current Firm
ABACUS PRIVATE WEALTH | YOUR IA, LLC | STRONG FORTRESS FINANCIAL & WEALTH MANAGEMENT | BARRETT WEALTH GROUP | AOG WEALTH PARTNERS, LLC
Contact Information
Main Address
620 South 400 East, St. George, UT 84770Phone Number
(800) 823-0489# of Employees
19SEC notice filing (19 States and Territories)
Registered to provide investment advisory services in 19 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
272AUM (Assets Under Management)
$106,633,240Similar Advisors
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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.
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Primary Firm SEC Registration
ABACUS PRIVATE WEALTH | YOUR IA, LLC | STRONG FORTRESS FINANCIAL & WEALTH MANAGEMENT | BARRETT WEALTH GROUP | AOG WEALTH PARTNERS, LLC
State Registrations and Notice Filings
(5/12/2026)
(5/18/2026)
(4/15/2026)
(4/24/2026)
(4/24/2026)
(5/12/2026)
(4/24/2026)
(6/5/2026)
(4/23/2026)
(4/16/2026)
(4/24/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Mar 1992About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Mar 1996About the Series 26 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view William Charles Billings's CRS (Customer Relationship Summary).
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