Sam C. Bills

BILLS ASSET MANAGEMENT

Nashville, TN

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CRD#: 4554774

Professional summary

Sam Crutcher Bills JR, CFP®, who also goes by Bo Bills, is a registered financial advisor currently at BILLS ASSET MANAGEMENT located in Nashville, Tennessee.

Sam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Sam has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bo Bills

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sam Crutcher Bills JR's 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: 2001

Experience

Current

January 28, 2004 - Present

BILLS ASSET MANAGEMENT

RIA

CRD#: 114520

Nashville, TN

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

Tennessee
(1/28/2004)

IAR

Texas
(4/8/2014)

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

Current Firm

BILLS ASSET MANAGEMENT

CRD#: 114520 / SEC#: 801-61871

RIA

Registered Investment Advisory firm - (7/17/2012 Terminated)

Tennessee

Registered Investment Advisory firm - (7/3/2012 Approved)

Texas

Registered Investment Advisory firm - (4/4/2014 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Nashville, TN

Mailing Address

Phone number

(615) 371-5928

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	350
AUM (Assets Under Management)	$ 58,489,000

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.

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Sam C. Bills

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sam Crutcher Bills JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

BILLS ASSET MANAGEMENT

State Registrations and Notice Filings

Exams

Current Firm

BILLS ASSET MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BILLS ASSET MANAGEMENT

TRUST BUT VERIFY

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