Billy Sims is a registered investment advisor at Isc Advisors, INC., based in Dallas, TX, with 39 years of industry experience. Billy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 1,928 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.30% |
Maximum annual fee is 1.30%. All fees are subject to negotiation. Retirement plan accounts are subject to a $5,000 minimum annual account fee, and accounts under the Empower platform utilizing ISC Advisors-managed models are charged an additional 0.05%.
Fee Estimator
Location
Dallas, TX
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2017Regulatory
February 1990Employment History
Current Registrations
Isc Advisors, INC.
Institutional Securities Corporation
Institutional Securities CorporationBroker
Previous Registrations
Brazos Securities, INC.
T.L. Group, INC.Broker
D. H. Miller Investments, INC.Broker
Brazos Securities, INC.Broker
Home Shopping Club Securities, INC.Broker
H.D. Vest Investment Securities, INC.Broker
Zane May Securities INC.Broker
State Registrations12 states
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
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