Billygram Simonet

SIMONET FINANCIAL GROUP

Kyle, TX 78640

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CRD#: 5866307

Professional summary

Billygram Simonet, CFP®, who also goes by Bill Simonet, is a registered financial advisor currently at SIMONET FINANCIAL GROUP, LLC located in Kyle, Texas.

Billygram is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Billygram has worked at 4 firms and has passed the Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Simonet

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.

1) SIMONET FINANCIAL GROUP LLC, INVESTMENT RELATED: YES, ADDRESS:1300 DACY LANE STE 230 KYLE TX 78640, NATURE OF BUSINESS: SALES OF INSURANCE AND FINANCIAL SERVICES, START DATE: 5/2016, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF TRADING HOURS PER WEEK: 32.5, POSITION/TITLE/RELATIONSHIP: 100% OWNER, BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISOR; 2) N/A, INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, BUSINESS CONSULTING SERVICE, STARTED 10/2015, OWNER, APX 15 HOURS PER WEEK, MAY BE DURING TRADING HOURS, PROFESSIONAL RESOURCE COORDINATION AND BUSINESS PLANNING ASSISTANCE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Billygram Simonet'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: 2014

Experience

Current

June 20, 2016 - Present

SIMONET FINANCIAL GROUP, LLC

Office #1: 1300 Dacy Lane Ste# 230, Kyle, TX 78640

RIA

CRD#: 283561

Kyle, TX

Past

January 16, 2014 - July 5, 2016

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

KYLE, TX

Past

December 12, 2013 - July 5, 2016

CETERA FINANCIAL SPECIALISTS LLC

CRD#: 10358

KYLE, TX

Past

February 18, 2011 - November 14, 2013

MWA FINANCIAL SERVICES INC.

CRD#: 112630

KYLE, TX

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

Texas
(6/20/2016)

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

Series 63

Date: 2/22/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/5/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 2/17/2011

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SIMONET FINANCIAL GROUP, LLC

CRD#: 283561 / SEC#:

Texas

Registered Investment Advisory firm - (6/20/2016 Approved)

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Contact information

Main Address

1300 Dacy Lane Ste# 230, Kyle, TX 78640

Mailing Address

Phone number

(512) 296-8962

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	190
AUM (Assets Under Management)	$ 18,654,743

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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Billygram Simonet

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Billygram Simonet's CRS (Customer Relationship Summary).

Certified licenses

Experience

SIMONET FINANCIAL GROUP, LLC

CETERA INVESTMENT ADVISERS LLC

CETERA FINANCIAL SPECIALISTS LLC

MWA FINANCIAL SERVICES INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 2/22/2011

SIE

Date: 7/5/2016

Series 6

Date: 2/17/2011

Current Firm

SIMONET FINANCIAL GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SIMONET FINANCIAL GROUP, LLC

TRUST BUT VERIFY

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