Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Billy? Claim Your ProfileBilly Manard Davis is a financial advisor at LPL Financial LLC and has been in the industry since 2001. Billy has extensive experience in the financial industry, working at multiple firms such as IVY DISTRIBUTORS, INC. and WADDELL & REED. Billy holds the Series 6, Series 26, and Series 99TO licenses. Billy is registered with FINRA.
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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
KS
10/04/2023 - Present
LPL Financial LLC (OVERLAND PARK KS)
KS
03/31/2021 - 05/20/2022
IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)
KS
08/20/1999 - 04/16/2021
WADDELL & REED (OVERLAND PARK KS)
BC
Issued 10/30/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/04/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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