Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Billy? Claim Your ProfileBilly Lynn Clark is a financial advisor with over 30 years of experience in the financial services industry. Billy Clark is a Registered Representative of Kestra Investment Services, LLC and an Investment Advisor Representative of Kestra Advisory Services, LLC. Billy Clark is also an insurance agent, providing clients with financial planning, investment advisory, and insurance services. Billy Clark is a Chartered Financial Consultant and holds the Series 6, 7, 63, and 65 licenses.
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.
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.
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2
TX
04/19/2016 - Present
Kestra Advisory Services, LLC (IRVING TX)
IN
09/03/2003 - 09/21/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/03/2003 - 09/21/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
01/09/1996 - 08/29/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IN
05/22/1991 - 01/10/1996
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
IA
Issued 11/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/20/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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