Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Billy? Claim Your ProfileBilly Floyd Sims is an active investment advisor representative with ISC Advisors, Inc. Billy has over 30 years of experience in the financial industry. Billy Sims is a Registered Representative with FINRA, and holds Series 7, 22, 24, 28, 52, 53, 63 and 65 licenses. Billy's prior experience includes roles at Brazos Securities, Inc., T.L. Group, Inc., D. H. Miller Investments, Inc., Home Shopping Club Securities, Inc., H.D. Vest Investment Securities, Inc., and Zane May Securities Inc. Billy is a Registered Investment Advisor in Texas and in other states including Arizona, California, Colorado, Florida, Georgia, Illinois, Louisiana, North Carolina, Ohio, Oklahoma, and Washington. Billy works with individuals, high-net-worth individuals, corporations, charitable organizations, trusts, partnerships, and pension and profit-sharing plans. Billy's investment services include portfolio management, financial planning, pension consulting, and educational seminars.
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.
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
07/01/2019 - Present
ISC Advisors, Inc. (DALLAS TX)
TX
03/03/1989 - 12/10/2019
BRAZOS SECURITIES, INC. (DALLAS TX)
TX
04/10/1995 - 11/27/1995
T.L. GROUP, INC. (FORT WORTH TX)
TX
10/07/1993 - 12/14/1993
D. H. MILLER INVESTMENTS, INC. (FORT WORTH TX)
NA
07/16/1987 - 04/20/1989
HOME SHOPPING CLUB SECURITIES, INC.
NA
02/20/1987 - 09/23/1987
H.D. VEST INVESTMENT SECURITIES, INC.
NA
10/30/1986 - 11/25/1986
ZANE MAY SECURITIES INC.
IA
Issued 05/22/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/13/2001
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 04/05/1988
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 10/29/1986
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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