BU
BU

Billy James Uzzell

29 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
1,402 clients
Average Client Portfolio
$473K average
Assets Under Management
$663.0M

Fee Structure

Minimum Investment:$5K
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Location

Springfield, MO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Billy is involved with Spring Valley Realty, a property management company, where he shows properties and schedules maintenance, dedicating a few hours per week. He also works nights and weekends from home for Expedia.com, which is not investment-related.

Employment History
Current Registrations
Andrew Garrett, INC.
April 2015 - Present · 10 yrs 10 mos
Andrew Garrett INC.
October 1996 - Present · 29 yrs 4 mos
Andrew Garrett INC.Broker
October 1996 - Present · 29 yrs 4 mos
State Registrations7 states
ARCACOFLKSMONE
AdvisorBrokerBoth
Exams
No exam information available for this advisor.