Bills Asset Management

Bills Asset Management (CRD# 114520) is a financial advisory firm headquartered in , . They manage $49,313,000 in 399 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    49
    MILLION
  • Total Number of Accounts
    399
    ACCOUNTS
  • Average Account Value
    $123,591
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TN, TX

Financial Advisors at Bills Asset Management
Showing 1 - 3 of 3 top financial advisors.
1
William E. Connelly
CRD#: 4263676
Franklin, TN
93
Wealthminder
score

William Connelly (CRD# 4263676) is an Investment Advisor Representative working at Bills Asset Management in Franklin, TN and has over 16 years of experience in the finance industry.

2
Sam C. Bills
CRD#: 4554774
Franklin, TN
90
Wealthminder
score

Sam Bills (CRD# 4554774) is an Investment Advisor Representative working at Bills Asset Management in Franklin, TN and has 1 year of experience in the finance industry. Sam Bills 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.

3
Sam C. Bills
CRD#: 4554782
Knoxville, TN
87
Wealthminder
score

Sam Bills (CRD# 4554782) is an Investment Advisor Representative working at Bills Asset Management in Knoxville, TN and has 1 year of experience in the finance industry.

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