Sam Bills


Registry Member Since 2004

About Me

Type of Organization
  • Did Not Answer
Name of RIA
  • Did Not Answer
Relationship to RIA
  • Independent Contractor
Broker/Dealer Name
  • Did Not Answer
Years of Experience
  • 13 Years
College Degrees or Years
  • None
Registrations & Licenses
  • RIA/IAR Registration
CRD Number
IARD Number
Insurance Number
  • None
State Licenses (Investments)
  • None
State Licenses (Insurance)
  • None
View ADV
  • Available Upon Request
Compliance Disclosures
  • None
Criminal Disclosures
  • None
Financial Fiduciary
  • Yes
Second Language(s)
  • None

About My Firm

  • Knoxville, Tennessee, 37919
Telephone (Main Office)
  • 865.525.1329
Number of Clients
  • Available Upon Request
Amount of Assets
  • Available Upon Request
Minimum Asset Requirement
  • $100,000
Types of Fees
  • Did Not Answer
Types of Commission
  • Did Not Answer
Advice & Services for Fees
  • Planning Advice & Services
  • Investment Advice & Services (Fees)
Types of Clients
  • Individuals
Limited Engagement Services
Investment Decision-Making
  • Did Not Answer
Primary Custodian(s)
  • Did Not Answer
Types of Reports (Frequency)
  • Did Not Answer
My Philosophy


My Disclosures
Some professionals and firms have disclosures.


I certify the information in this research report is accurate and current.

Advisor Name: Sam Bills
Most Recent Update: Jul 14, 2015

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