As a wealth advisor for Level Four Financial, Billy focuses on financial planning and investment and insurance management for individuals, closely-held businesses, and non-profit entities. Additionally, he provides services such as investment advisory and brokerage accounts, qualified retirement plans, and employer-sponsored benefit plans. Billy strongly believes in changing the future of financial advice via a unique approach to financial planning, asset management, and risk management.
Years of Experience
33
Education
University of North Carolina – Chapel Hill, Bachelor’s
North Carolina Central University, Master’s
Professional & Civic Leadership
Board of Advisors for Barton College
Professional Credentials
- Certified Financial Planner (CFP)
- General Securities Representative-Series 7
- Investment Advisor Representative – Series 65
- Life, Accident, and Health and Variable Contracts Insurance Agent
- Registered Representative–Level Four Financial
- Series 63–Uniform Securities Agent