Sam (Bo)Bills Jr- Financial Advisor Franklin, TN

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About Sam (Bo) Bills Jr

Unlike many traditional advisors, Bills Asset Management employs active management of your investments using no-load mutual funds. By moving in and out of the market, we strive to capture most of the up trending markets and avoid most of the down trending markets. We are strong proponents of principal protection realizing that it takes, for example, a 25% gain to make up for a 20% loss. Our investing strategies are suitable for all types of investors.

See Disclosures

General Information

Firm Start Year

1923

CRD#

4554774

Firm CRD#

114520

Name of Custodial Firm

Fidelity/National Financial Srvs, TD Ameritrade, TIAA CREF

Years of Experience in Financial Services

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Insurance Products & Annuities, Financial Planning, Investment Advice & Management

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CPA

Firm Information

Assets Managed by Advisor

$100000

Compensation and Fees

Compensation Methods

Based on Assets

Education

BS Accounting -

University of Tennessee - Knoxville
-

Masters of Accounting -

University of Tennessee - Knoxville
-

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1886573/paladinregistry-Bills-Asset-Management-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

Sam (Bo) Bills Jr

Bills Asset Management