Billy Apodaca, financial advisor El Paso TX

Billy Apodaca

CRD Number: 6399903
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Billy Apodaca (CRD# 6399903) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in El Paso, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America N.a. El Paso, TX Nov 2020 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated El Paso, TX Sep 2020 - Current < 1
Edward Jones El Paso, TX Apr 2017 - Aug 2020 3
The Apodaca Group, Inc. Dba Alphagraphics El Paso, TX Jan 2011 - Mar 2017 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2017
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Billy L. Apodaca
Phone Number: 800-637-7455
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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