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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Billy? Claim Your ProfileBilly Wayne Shank, Jr. is a financial advisor with Grove Point Advisors, LLC. Billy has been in the financial industry since 2004 and has a strong track record of success. Billy is a highly experienced and knowledgeable advisor with a focus on financial planning, portfolio management, and practice management consulting. Billy is committed to helping clients achieve their financial goals through a comprehensive approach that includes a thorough understanding of each client's unique circumstances. Billy is also a volunteer at Banyan Mart, a business owned by his wife, where Billy assists with product procurement and bookkeeping. In addition to his work at Grove Point Advisors, LLC, Billy is a co-founder of Covered Bridges Financial Strategies, LLC, which provides insurance sales and practice management consulting services to other financial professionals.
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.
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.
1
2
MD
04/01/2021 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
NY
08/09/2004 - 06/05/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 10/15/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/18/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/06/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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