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Billy James Uzzell

Andrew Garrett Inc.

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About Billy James Uzzell

Billy James Uzzell is a registered representative with Andrew Garrett Inc. in SPRINGFIELD, MO. Billy has been in the industry since October 1996. Billy has been registered as an investment advisor representative in Missouri since April 2015. Billy has passed the Series 63, Series 66, Series 7, and Series 24 exams. Billy is also registered in Arkansas, California, Colorado, Florida, Kansas, Nebraska, and Missouri. Billy provides financial planning and portfolio management services to individuals and high-net-worth clients. Billy also works with other investment advisors.

Firm Information

Billy Uzzell is currently registered with Andrew Garrett Inc.. Andrew Garrett Inc. is a corporation registered with the SEC and in all 50 states, as well as Puerto Rico. Formed in 2006, the firm provides financial planning, selection of other advisors, and portfolio management for individuals. They have a wrap fee program and specialize in serving high-net-worth individuals and other individuals. The firm has over 470 million in regulatory assets under management and manages over 1,100 accounts.
Andrew Garrett Inc.

52 VANDERBILT AVE

NEW YORK, NY 10017

$470.14M

Assets Under Management

1,161

Total Clients

21

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Billy Uzzell’s Registration & Firm History

MO

04/09/2015 - Present

Andrew Garrett Inc. (SPRINGFIELD MO)

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Licenses & Designations

BOTH

Issued 10/16/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/29/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/29/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/30/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Billy James Uzzell.
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