James Billingsley
James Billingsley is a registered investment advisor at Plan Group Financial, INC., based in Oklahoma City, OK, with 40 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,175 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.50% |
All fees can be negotiated between Plan Group Financial and client with no fee being greater than the above schedule.
Fee Estimator
Location
101 N.E. 82nd Street, Suite 200, Oklahoma City, OK, 73114
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2014Employment Separation After Allegations
May 2010Other Business ActivitiesSells Insurance
James is a sole proprietor involved in non-variable insurance sales and has investment/rental properties through OFG Properties. He is also a general partner in Covenant Energy Management and serves on the business advisory council at Oklahoma Christian University, as well as on a committee at Quail Creek golf and country club. James is also a licensed insurance agent with Simplicity Life Elite Producer Group.
Employment History
Current Registrations
Plan Group Financial, INC.
Previous Registrations
Plan Group Financial, INC.
Signal Research Group LLC
Oneamerica Securities, INC.Broker
Oneamerica Securities, INC.
Investment Advisors
Proequities, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Synergy Investment Group, LLC
Synergy Investment Group, LLCBroker
MML Investors Services, INC.
MML Investors Services, INC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Bosc INC.
Bosc, INC.Broker
Linsco/private Ledger CORP.Broker
Washington Square Securities, INC.Broker
The Paul Revere Variable Annuity Insurance CompanyBroker
Sun Investment Services CompanyBroker
Linsco/private Ledger CORP.Broker
Isfa CorporationBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.