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Paladin Research Report For:

Sam (Bo) Bills Jr

Bills Asset Management

CFP®CPA
3001 Flagstone Drive
Franklin, TN 37067
615-371-5928

About Sam (Bo) Bills Jr

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
  • 31
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

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

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