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Billy James Robertson

Realta Equities, Inc.

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About Billy James Robertson

Billy James Robertson is a financial advisor with over 27 years of experience in the financial services industry. Billy has a strong background in investment company products, variable contracts and direct participation programs. Currently, Billy is registered with Realta Equities, Inc. and is licensed in 11 states. Billy is a Series 6, 22, and 63 licensed financial advisor.

Firm Information

Billy Robertson is currently registered with Realta Equities, Inc.. Realta Equities, Inc. is a Corporation formed on January 24, 1989. The firm is registered in 52 states and is also SEC-registered.

Not reported

Assets Under Management

Not reported

Total Clients

56

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Billy Robertson’s Registration & Firm History

TX

01/04/2024 - Present

Realta Equities, Inc. (SAN ANTONIO TX)

IL

12/19/2023 - 01/24/2024

ARETE WEALTH MANAGEMENT, LLC (CHICAGO IL)

TX

07/28/2010 - 12/01/2023

CENTER STREET SECURITIES, INC. (SAN ANTONIO TX)

TX

12/08/2005 - 08/04/2010

GREAT AMERICAN ADVISORS, INC. (SAN ANTONIO TX)

CO

06/10/2002 - 11/09/2005

INTERVEST INTERNATIONAL EQUITIES CORPORATION (COLORADO SPRINGS CO)

IN

08/05/1998 - 06/10/2002

CONSECO SECURITIES, INC. (CARMEL IN)

IN

04/14/1997 - 08/05/1998

CONSECO FINANCIAL SERVICES, INC. (CARMEL IN)

IN

01/30/1996 - 04/14/1997

CONSECO EQUITY SALES, INC. (CARMEL IN)

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Licenses & Designations

BC

Issued 12/15/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/03/2015

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 01/29/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Billy James Robertson. Review regulatory record here.
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