Billy Weikel, financial advisor Lubbock TX
90 score

Billy Weikel

CRD Number: 5415840
Current Firm: Primerica Advisors

Billy Weikel (CRD# 5415840) is an Investment Advisor Representative working at Primerica Advisors in Lubbock, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Lubbock, TX Dec 2011 - Current 5
Primerica Financial Services Lubbock, TX Dec 2009 - Current 7
Greatwide Dedicated Transport Shallowater, TX Feb 2010 - Jul 2014 4
Ortega Kitchen And Bath Lubbock, TX Jul 2009 - Jan 2010 < 1
Unemployed Lubbock, TX Sep 2008 - Jul 2009 < 1
Stock Building Supply Austin, TX Jul 2004 - Sep 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2011
S65 NASAA Investment Advisors Law Examination Jul 2012
Contact Info for Billy W. Weikel
Phone Number: 800-544-5445
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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