Billy Worth Briggs Iii
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
27 years in the financial services industry
Current & Past Employments
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Current Firm
CLEAR AND SIMPLE FINANCIAL GROUP LLC | SIMPLIFIED FINANCIAL ADVISORY SERVICES, L.L.C.
Contact Information
Main Address
Allen, TXPhone Number
(469) 668-6258# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
47AUM (Assets Under Management)
$10,096,555Similar 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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State Registrations and Notice Filings
(8/18/2020)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Billy Worth Briggs III's CRS (Customer Relationship Summary).
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