Billie Odom, financial advisor San Antonio TX
93 score

Billie Odom

CRD Number: 2010368
Current Firm: Investment Professionals, Inc.

Billie Odom (CRD# 2010368) is an Investment Advisor Representative working at Investment Professionals, Inc. in San Antonio, TX and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Investment Professionals Inc. San Antonio, TX Dec 2014 - Current 2
Odom Insurance Services Sikeston, MO May 2007 - Current 9
Retirement Wealth Advisors, Inc. Jenison, MI Jun 2014 - Dec 2014 < 1
Tcm Securities, Inc. Woodstock, GA Jan 2014 - Dec 2014 < 1
W & M Capital Management, LLC Cape Girardeau, MO Oct 2013 - Jan 2014 < 1
Independent Financial Group San Diego, CA Jan 2011 - Dec 2013 2
Main Street Advisors, LLC Hays, KS Jan 2011 - Dec 2013 2
Questar Capital Corporation Minneapolis, MN Jan 2009 - Dec 2010 1
Questar Asset Management Minneapolis, MN Jan 2009 - Dec 2010 1
Intersecurities Inc. Cape Girardeau, MO Apr 2007 - Dec 2008 1
Financial Network Investment Corporation Eden Prairie, MN Jan 1999 - Apr 2007 8
Montgomery Bank Sikeston, MO Jan 1999 - Apr 2007 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1989
S65 NASAA Investment Advisors Law Examination Jul 1997
Contact Info for Billie L. Odom
Phone Number: 210-308-8800
Firm Website: http://www.invpro.com
Registered State(s):
  • AR
  • MO
By the Numbers
  • Total Assets Under Management
    634
    MILLIONS
  • Total Number of Accounts
    2,677
    ACCOUNTS
  • Average Account Value
    $236,881
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • 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
  • Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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