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Steven Billet
52 Years of Experience
Indianapolis, IN
1 DisclosureBrokerSells Insurance
Steven Billet is a registered investment advisor, based in Indianapolis, IN, with 52 years of industry experience.
Location
7202 N Shadeland Ave, Ste. 212, Indianapolis, IN, 46250
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Regulatory History (1)
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Customer Dispute
April 2010Denied
Other Business ActivitiesSells Insurance
Steven is an independent insurance agent for various companies through Billet Financial Services, dedicating a few hours per week. He is also an advisory representative of a RIA, CIRA, spending about half his time managing client assets or preparing financial plans. Finally, Steven is a notary, spending minimal time on this activity.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
April 2021 - Present · 5 yrs 1 mo
Cambridge Investment Research Advisors, INC.
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Lincoln Financial Securities Corporation
March 2005 - April 2021 · 16 yrs 1 mo
Lincoln Financial Securities CorporationBroker
February 2005 - April 2021 · 16 yrs 2 mos
Terra Securities CorporationBroker
January 2004 - February 2005 · 1 yr 1 mo
Terra Financial Planning Group LTD
June 2003 - February 2005 · 1 yr 8 mos
Capital Brokerage CorporationBroker
December 1997 - January 2004 · 6 yrs 1 mo
Forth Financial Securities, CorporationBroker
December 1991 - December 1997 · 6 yrs
Princor Financial Services CorporationBroker
June 1991 - December 1991 · 6 mos
John Hancock Distributors, INC.Broker
January 1974 - May 1991 · 17 yrs 4 mos
John Hancock Mutual Life Insurance CompanyBroker
January 1974 - May 1991 · 17 yrs 4 mos
State Registrations8 states
DEFLGAINMOMSOHVT
AdvisorBrokerBoth
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.