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JB
JB

James Billingsley

Plan Group Financial, INC.
40 Years of Experience
Oklahoma City, OK
2 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

James Billingsley is a registered investment advisor at Plan Group Financial, INC., based in Oklahoma City, OK, with 40 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 7 more. Their firm serves 1,221 clients with $690M in assets under management.

Plan Group Financial, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
1,221 clients
Average Client Portfolio
$565K average
Assets Under Management
$690.3M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Standard annual fee generally does not exceed 2.00% of assets under management. Actual fees are negotiable and may be lower based on account size, scope, and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

101 N.E. 82nd Street, Suite 200, Oklahoma City, OK, 73114

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2014
Settled
Employment Separation After Allegations
May 2010
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

James is a sole proprietor involved in non-variable insurance sales and has investment/rental properties through OFG Properties. He is also a general partner in Covenant Energy Management and serves on the business advisory council at Oklahoma Christian University, as well as on a committee at Quail Creek golf and country club. James is also a licensed insurance agent with Simplicity Life Elite Producer Group.

Employment History
Current Registrations
Plan Group Financial, INC.
January 2023 - Present · 3 yrs 9 mos
Previous Registrations
Plan Group Financial, INC.
March 2018 - December 2022 · 4 yrs 9 mos
Signal Research Group LLC
October 2016 - February 2018 · 1 yr 4 mos
Oneamerica Securities, INC.Broker
February 2013 - October 2016 · 3 yrs 8 mos
Oneamerica Securities, INC.
February 2013 - October 2016 · 3 yrs 8 mos
Investment Advisors
July 2011 - March 2013 · 1 yr 8 mos
Proequities, INC.Broker
May 2011 - March 2013 · 1 yr 10 mos
Metlife Securities INC.
September 2008 - June 2010 · 1 yr 9 mos
Metlife Securities INC.Broker
September 2008 - June 2010 · 1 yr 9 mos
Synergy Investment Group, LLC
March 2007 - September 2008 · 1 yr 6 mos
Synergy Investment Group, LLCBroker
February 2007 - September 2008 · 1 yr 7 mos
MML Investors Services, INC.
July 2005 - December 2006 · 1 yr 5 mos
MML Investors Services, INC.Broker
July 2005 - February 2007 · 1 yr 7 mos
Park Avenue Securities LLC
January 2004 - June 2005 · 1 yr 5 mos
Park Avenue Securities LLCBroker
March 2003 - June 2005 · 2 yrs 3 mos
Banc of America Investment Services, INC.
September 2002 - March 2003 · 6 mos
Banc of America Investment Services, INC.Broker
August 2002 - March 2003 · 7 mos
Bosc INC.
June 1998 - August 2002 · 4 yrs 2 mos
Bosc, INC.Broker
May 1995 - August 2002 · 7 yrs 3 mos
Linsco/private Ledger CORP.Broker
May 1993 - May 1995 · 2 yrs
Washington Square Securities, INC.Broker
April 1993 - May 1993 · 1 mo
The Paul Revere Variable Annuity Insurance CompanyBroker
March 1993 - May 1997 · 4 yrs 2 mos
Sun Investment Services CompanyBroker
February 1990 - May 1992 · 2 yrs 3 mos
Linsco/private Ledger CORP.Broker
February 1986 - March 1990 · 4 yrs 1 mo
Isfa CorporationBroker
October 1983 - February 1986 · 2 yrs 4 mos
State Registrations3 states
NEOKTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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