Billy W. Briggs
Professional summary
Billy Worth Briggs III is a registered financial advisor currently at CLEAR AND SIMPLE FINANCIAL GROUP LLC located in Allen, Texas.
Billy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Billy has worked at 7 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Billy Worth Briggs III's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 18, 2020 - Present
CLEAR AND SIMPLE FINANCIAL GROUP LLC
Office #1: 1809 Hackberry Branch Dr, Allen, TX 75002January 8, 2018 - June 17, 2020
USAA INVESTMENT SERVICES COMPANY
September 13, 2011 - January 8, 2018
USAA FINANCIAL PLANNING SERVICES
September 13, 2011 - June 17, 2020
USAA FINANCIAL ADVISORS, INC.
April 12, 2011 - August 2, 2011
CHASE INVESTMENT SERVICES CORP.
April 11, 2011 - August 2, 2011
CHASE INVESTMENT SERVICES CORP.
December 4, 2002 - December 23, 2009
GUARANTY BROKERAGE SERVICES, INC.
October 26, 1999 - April 2, 2001
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/18/2020)
Exams
Series 7TO
Date: 3/29/2024
General Securities Representative ExaminationCurrent Firm
CLEAR AND SIMPLE FINANCIAL GROUP LLC
CRD#: 309957 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 46 |
| AUM (Assets Under Management) | $ 8,630,986 |
Red Flags
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