Billy Worth Briggs

Employer firm

Clear And Simple Financial Group LLC CRD 309957

$10.1M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2011 → 06/2020
  Usaa Financial Advisors Inc
  Allen, TX
• 08/2011 → 06/2020
  Usaa Investment Services Company
  Addison, TX
• 01/2018 → 06/2020
  Usaa Investment Management Company
  Allen, TX
• 06/2020 → Present
  Billy Briggs/Level Iii Productions
  Allen, TX
• 06/2020 → Present
  Clear And Simple Financial Group, Llc
  Allen, TX

Previous Registrations

• 2018-01-08 → 2020-06-17
  Usaa Investment Services Company
  San Antonio, TX
• 2011-09-13 → 2018-01-08
  Usaa Financial Planning Services
  Addison, TX
  Allen, TX
• 2011-04-12 → 2011-08-02
  Chase Investment Services Corp.
  Frisco, TX
  Frisco, TX
  Little Elm, TX

Other Businesses

Billy Worth Briggs III is an independent licensed insurance agent. Billy Worth Briggs III is a self-employed musician since 1995. This is unrelated to investment business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-04-01
• S63 Uniform Securities Agent State Law Examination
  1999-11-09