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Billy Ray Defrance

Lauterbach Financial Advisors, LLC

El Paso, TX

CRD 4888322

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Employer firm

Lauterbach Financial Advisors, LLC CRD 114431

$700M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Lauterbach Financial Advisors, Llc

4130 Rio Bravo Street, El Paso, TX 79902 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2004-12-17
  • TX RA
    APPROVED
    Since 2004-12-17

Branch Locations

4130 Rio Bravo Street, El Paso, TX 79902 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lauterbach Financial Advisors, Llc El Paso TX 05/2004 Present
Other Businesses

4130 RIO BRAVO LLC, NON INVESTMENT RELATED, 4130 RIO BRAVO ST, EL PASO, TX 79902, PASSIVE REAL ESTATE, LIMITED PARTNER SINCE1/1/2017, ZERO HOURS PER MONTH

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-08-02
  • S65 Uniform Investment Adviser Law Examination
    2004-08-02
Designations
  • Certified Financial Planner
Other Names
  • Billy Ray Defrance

View on SEC IAPD

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