Billy Romine
Billy Romine is a registered investment advisor at Cetera Investment Advisers LLC, based in Dallas, TX, with 25 years of industry experience. Billy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5420 Lbj Freeway Ste 1940, Dallas, TX, 75240
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Regulatory History
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 ActivitiesSells Insurance
Billy is an independent representative selling dental, group disability income, and long-term care insurance, dedicating a few hours per week. He also works as an investment advisor and financial advisor for multiple DBAs, spending nearly full-time hours on these activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Walnut Street Securities, INC.Broker
Walnut Street Securities, INC.
New England Securities Corporation
New England Securities Corporation
New England SecuritiesBroker
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
State Registrations9 states
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