Billie Van Lith (CRD# 2810355) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lake Havasu City, AZ and has over 24 years of experience in the finance industry.
CRD# 2347711
J.p. Morgan Securities LLC
CRD# 6972270
Edward Jones
CRD# 4378944
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jp Morgan Securities LLC | Lake Havasu City, AZ | Jul 2020 - Current | 3 |
| Jp Morgan Chase Bank, N.a. | Lake Havasu City, AZ | Jul 2020 - Current | 3 |
| Jpmorgan Chase Bank, N.a. | Lake Havasu City, AZ | May 2019 - Jul 2020 | 1 |
| Jp Morgan Securities, LLC | Lake Havasu City, AZ | May 2019 - Jul 2020 | 1 |
| Adspay Usa, LLC | Lake Havasu City, AZ | Sep 2018 - May 2019 | < 1 |
| Sunset Wealth Management | Lake Havasu City, AZ | Jul 2018 - May 2019 | < 1 |
| Cetera Advisor Networks | Lake Havasu City, AZ | May 2018 - May 2019 | 1 |
| Hd Vest Investment Services, Inc. | Scottsdale, AZ | Sep 2017 - May 2018 | < 1 |
| Hd Vest Advisory Services | Scottsdale, AZ | Sep 2017 - May 2018 | < 1 |
| Wagner Financial | Scottsdale, AZ | Sep 2017 - May 2018 | < 1 |
| Advisornet Wealth Management | Maple Grove, MN | Jan 2017 - Sep 2017 | < 1 |
| Cetera Advisor Networks LLC | Maple Grove, MN | Aug 1996 - Sep 2017 | 21 |
| Jra Financial Advisors, Inc. | Maple Grove, MN | Aug 1996 - Jan 2017 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2017 |
- AZ
- TX
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- 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)
AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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