Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Billy? Claim Your ProfileBilly Tomlinson is an investment advisor representative registered with Charles Schwab & CO., Inc. Billy has been in the industry since 2020. Billy holds Series 7TO, Series 63 and Series 66 licenses. Billy Tomlinson is licensed in 29 states and holds a Series 66 license.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
FL
01/21/2025 - Present
Charles Schwab & CO., Inc. (Tallahassee FL)
BOTH
Issued 10/29/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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