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Edwin Kirk Billingsley

Advisor at OSAIC — Forrest City, AR

Updated today

Credentials

Series 63, Series 65

Experience

27 years

Location

Forrest City, AR 72335

OSAIC logo

OSAIC

Institution

Total advisors

7,833

Across 3,555 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Edwin Billingsley is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He previously worked at FSC Securities for 10 years and uses Capital Financial Service Group as his DBA. Billingsley is also a board member of the Forrest City Area Chamber of Commerce, where he is involved in recruiting businesses and leading monthly meetings. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm uses various portfolio construction and management tools and supports multiple platform programs for its clients.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on OSAIC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.

Commissions

Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.

Project-based

Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.

Other

Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.

Location

See office

Forrest City, AR

726 North Washington

Forrest City AR 72335

Advisors at this office

1

Most active in

Arkansas

Work history

27 years of industry experience

OSAIC

2023 - Present • 3 years

Forrest City, AR

Fsc Securities

2013 - 2023 • 10 years

Forrest City, AR

Capital Financial Service Group

1998 - Present • 28 years

Forrest City, AR

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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