Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Billie? Claim Your ProfileBillie Lavelle Odom is a financial advisor who is currently registered with Coppell Advisory Solutions LLC. Billie has been in the financial services industry for over 30 years. Billie holds the Series 6, 7, 63 and 65 licenses, and is also a Certified Financial Planner. Billie has experience working with high-net-worth individuals, individuals other than high-net-worth, and corporations or other businesses. Billie provides financial planning, portfolio management for businesses and individuals, and selection of other advisers.
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.
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.
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.
1
2
TX
01/01/2025 - Present
Coppell Advisory Solutions LLC (DALLAS TX)
AR
08/04/2020 - 09/01/2023
LPL FINANCIAL LLC (JONESBORO AR)
AR
07/03/2018 - 07/30/2020
AMERIPRISE FINANCIAL SERVICES, LLC (Jonesboro AR)
AR
12/12/2014 - 09/25/2018
INVESTMENT PROFESSIONALS, INC. (Jonesboro AR)
MO
01/09/2014 - 12/12/2014
TAYLOR CAPITAL MANAGEMENT INC. (SIKESTON MO)
MO
01/06/2011 - 01/06/2014
INDEPENDENT FINANCIAL GROUP, LLC (SIKESTON MO)
MO
01/05/2009 - 01/06/2011
QUESTAR CAPITAL CORPORATION (SIKESTON MO)
MO
05/02/2007 - 12/31/2008
INTERSECURITIES, INC. (CAPE GIRARDEAU MO)
MO
01/11/1999 - 05/02/2007
FINANCIAL NETWORK INVESTMENT CORPORATION (SIKESTON MO)
TN
01/14/1998 - 01/05/1999
PFIC SECURITIES CORPORATION (FRANKLIN TN)
NA
08/13/1997 - 01/06/1998
NATIONSSECURITIES
MO
02/22/1994 - 08/13/1997
BOATMEN'S INVESTMENT SERVICES, INC. (ST. LOUIS MO)
CT
08/17/1993 - 03/18/1994
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NY
03/11/1993 - 08/06/1993
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
MA
07/30/1990 - 01/27/1993
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MN
12/18/1989 - 06/15/1990
AMEV INVESTORS, INC. (OAKDALE MN)
IA
Issued 07/12/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/1994
Series 7 - General Securities Representative Examination
BC
Issued 12/14/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Billie Odom is the right advisor for you? Invested Better is here to help.
