BS
BS

Billy Scruggs

28 Years of Experience
Cookeville, TN
Broker

Billy Scruggs is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Cookeville, TN, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

304 N Washington Avenue, Cookeville, TN, 38501

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Billy works as a financial advisor for 304 Family Wealth, dedicating a few hours per week to this role. He also serves on the Finance/Investment Committee for Cookeville First United Methodist Church, spending minimal time reviewing the budget and financials.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
April 1997 - Present · 29 yrs 1 mo
Previous Registrations
Raymond James Financial Services
March 2004 - January 2009 · 4 yrs 10 mos
State Registrations13 states
ALCAFLGAINKYMDMSNENYOHTNTX
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.
Billy Scruggs - Financial Advisor | TrueAdvisor