Billy Barnett Curl
Professional Summary
Billy Barnett Curl, who also goes by Billy Curl, was a registered financial advisor. Billy was a previously registered financial professional and started their career in finance 2018 - 2025. Billy had worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Biography
I use a refined process to understand what matters most to my clients, and where they stand currently. Using that information I help clients develop strategies that best fit them and their financial needs.
Other Aliases
Billy Curl
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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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
8 years registered in the securities industry
Current & Past Employments
Past
Education
Johnson & Wales University
Business Administration, Bachelor of Science (BS)
Business Administration, Bachelor of Science (BS)
2016
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Current Firm
77 FINANCIAL GROUP | WEST AND WALTERS TAX AND WEALTH MANAGEMENT | 77 FINANCIAL GROUP LLC
Contact Information
Main Address
1241 Carlsbad Village Drive Suite 100/a, Carlsbad, CA 92008Phone Number
(858) 283-7185# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
125AUM (Assets Under Management)
$27,078,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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
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)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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