Anthony Billue (CRD# 4617107) is an Investment Advisor Representative working at Avantax Advisory Services in Radford, VA and has over 21 years of experience in the finance industry.
CRD# 6976437
Olio Financial Planning
CRD# 4984458
Osaic Institutions, Inc.
CRD# 6520223
Bayesian Investment Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | Radford, VA | Jan 2008 - Current | 16 |
| Avantax Insurance Agency And/or Avantax Insurance Services | Radford, VA | Nov 2004 - Current | 19 |
| Avantax Investment Services, Inc. | Radford, VA | Dec 2002 - Current | 21 |
| Anthony B. Billue, C.p.a. | Radford, VA | Jul 1991 - Current | 32 |
| Avantax Insurance Agency, LLC | Radford, VA | Dec 2004 - Feb 2024 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2003 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2007 |
- VA
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
- Other
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, VT, WA, WI, WV, WY
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