Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Billingsley is a financial advisor with Plan Group Financial, Inc., located in Oklahoma City, OK. James has been in the financial industry for over 30 years and holds a Series 7, 63, and 65 license. In addition to his work as a financial advisor, James is also a licensed insurance agent and a general partner in an oil and gas development program. James's primary focus is providing financial planning and portfolio management services to individuals and families. He also offers advisory services for high net worth individuals.
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.
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
OK
01/26/2023 - Present
Plan Group Financial, Inc. (OKLAHOMA CITY OK)
OK
02/15/2013 - 10/04/2016
ONEAMERICA SECURITIES, INC. (EDMOND OK)
OK
05/24/2011 - 03/14/2013
PROEQUITIES, INC. (OKLAHOMA CITY OK)
OK
09/11/2008 - 06/08/2010
METLIFE SECURITIES INC. (OKLAHOMA CITY OK)
OK
02/01/2007 - 09/08/2008
SYNERGY INVESTMENT GROUP, LLC (OKLAHOMA CITY OK)
MA
07/07/2005 - 02/05/2007
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
03/26/2003 - 06/15/2005
PARK AVENUE SECURITIES LLC (NEW YORK NY)
MA
08/01/2002 - 03/24/2003
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
OK
05/09/1995 - 08/02/2002
BOSC, INC. (TULSA OK)
MA
03/15/1993 - 05/13/1997
THE PAUL REVERE VARIABLE ANNUITY INSURANCE COMPANY (WORCESTER MA)
SC
05/24/1993 - 05/11/1995
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CT
04/05/1993 - 05/22/1993
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MA
02/27/1990 - 05/07/1992
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
SC
02/14/1986 - 03/14/1990
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
10/20/1983 - 02/19/1986
ISFA CORPORATION
IA
Issued 05/20/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/04/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure James Billingsley is the right advisor for you? Invested Better is here to help.
