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Billy Whitaker

2 Years of Experience
Nashville, TN
BrokerSells Insurance

Billy Whitaker is a registered investment advisor, based in Nashville, TN, with 2 years of industry experience.

Location

1102 Kermit Drive, Suite 200, Nashville, TN, 37217

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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.

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Other Business ActivitiesSells Insurance

Billy works as a caretaker for his brother, dedicating about two full days per week to this role. He also works full-time as a financial consultant and registered representative, and spends a few hours per week on fixed insurance sales.

Employment History
Current Registrations
Trinity Wealth Securities, L.L.C.Broker
April 2024 - Present · 2 yrs 1 mo
Florida Financial Advisors, LLC
December 2023 - Present · 2 yrs 5 mos
State Registrations6 states
ALFLLATNTXWI
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 Whitaker - Financial Advisor | TrueAdvisor