Billygram Simonet (CRD# 5866307) is an Investment Advisor Representative working at Simonet Financial Group, LLC in Kyle, TX and has over 13 years of experience in the finance industry. Billygram Simonet has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Simonet Financial Group LLC | Kyle, TX | Mar 2016 - Current | 8 |
| Serco North America | Austin, TX | Jul 2014 - Current | 9 |
| Cetera Investment Advisors LLC | Schaumburg, IL | Jan 2014 - Current | 10 |
| Cetera Financial Specialists | Schaumburg, IL | Dec 2013 - Current | 10 |
| Simonet Wealth Management | Kyle, TX | Dec 2013 - Mar 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2011 |
- TX
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Total Assets Under Management23MILLIONS
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Total Number of Accounts175ACCOUNTS
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Average Account Value$130,031
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
TX
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