Unclaimed
Anthony Bernard Billue is a financial advisor with Avantax Advisory Services. Anthony has been in the financial services industry for over 20 years and is registered with the state of Virginia as both a Registered Representative and an Investment Advisor Representative. He is also licensed to sell insurance in several states. Anthony specializes in providing financial planning, portfolio management, and tax preparation services to individuals, families, and businesses. Anthony is committed to helping his clients achieve their financial goals through a personalized approach to wealth management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
VA
01/16/2008 - Present
Avantax Advisory Services (RADFORD VA)
IA
Issued 12/04/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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