PALADIN RESEARCH REPORT FOR:

Sam Bills

Firm:

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Tips
Click on (?) to read Tips that describe financial advisor credentials, ethics, business practices, and services.
PALADIN QUALITY RATING
13
YEARS OF EXPERIENCE
2004
ADMITTED TO REGISTRY
$100,000
MINIMUM ASSET REQUIREMENT

I. Snapshot

A. Key Contact Name
  • Sam Bills
B. Credentials
  • Years of Experience: 13
C. Compliance Record
  • No Disclosures
D. Minimum Asset Requirement
  • $100,000
E. Types of Client Relationships
    Did not answer

II. Contact Information

A. Key Contact
B. Main Location
  • Knoxville, Tennessee, 37919
C. Telephone
  • 865.525.1329

III. Internet

A. Website URL

IV. Firm(s)

A. Name of Firm
  • Did Not Answer
B. Name of RIA
  • Did Not Answer
C. Name of Broker/Dealer
  • Did Not Answer
D. Relationship to Firm
  • Independent Contractor

V. Credentials

A. Paladin Quality Rating
  • 5 Stars
  • View Paladin Quality Ratings
B. Years of Financial Experience
  • 13 Years
C. Education, Degrees, Years
  • None
D. Current Certifications
  • None
E. Association Memberships
  • None
F. Firm Credentials
  • None

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • Did Not Answer
B. Type of RIA Registration
  • None
C. Industry Licenses
  • RIA/IAR Registration
D. Registration & License Numbers
  • CRD: 4554782
  • IARD: None
  • Insurance: None
E. State Licences
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • None
J. View our ADV(s)
  • Available Upon Request
K. Links

VII. Business Data & Practices

A. Business Philosophy
B. Minimum Asset Requirement
  • $100,000
C. Number of Current Clients
  • Available Upon Request
D. Assets Under Management or Advisement
  • Available Upon Request
E. Methods of Compensation
  • Did Not Answer
F. Methods of Communication
  • Did Not Answer
G. Types of Reports (Frequency)
  • Did Not Answer
H. Second Language(s)
  • None
I. Value Statement
  • Not Available

VIII. Clients & Services

A. Types of Clients
  • Individuals
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services (Fees)
C. Discretionary Asset Management
  • No
D. Limited Engagement Services
    None
E. Custodian(s)
  • Did Not Answer

IX. Certification

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

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