Unclaimed Profile

Billy Ray Defrance

LAUTERBACH FINANCIAL ADVISORS, LLC·EL PASO, Texas

Clean recordLAUTERBACH FINANCIAL ADVISORS, LLC

4130 RIO BRAVO STREET, EL PASO, TX 79902CRD# 4888322Firm CRD# 114431

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Billy Ray Defrance · EL PASO, TX

Registration

CRD #4888322 · LAUTERBACH FINANCIAL ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Billy Ray Defrance is a registered financial advisor based in EL PASO, Texas, affiliated with LAUTERBACH FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

LAUTERBACH FINANCIAL ADVISORS, LLC

AUM

$550M

Regulatory assets under management

Employees

Total firm employees

View all advisors at LAUTERBACH FINANCIAL ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4888322

Firm CRD# 114431

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Billy Ray Defrance offer?

Billy Ray Defrance specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EL PASO, Texas for a consultation.

What are Billy Ray Defrance's credentials?

Billy Ray Defrance is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Billy Ray Defrance located?

Billy Ray Defrance is based in EL PASO, Texas, working with LAUTERBACH FINANCIAL ADVISORS, LLC. Their office serves clients in the EL PASO metropolitan area and surrounding communities.

How does Billy Ray Defrance charge for services?

Billy Ray Defrance's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LAUTERBACH FINANCIAL ADVISORS, LLC?

LAUTERBACH FINANCIAL ADVISORS, LLC has approximately 6 employees and manages $550M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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