Member · Lauterbach Financial Advisors, LLC
Billy R. Defrance
CRD 4888322 · Named on Form ADV at one SEC-registered adviser
At a glance
Lauterbach Financial Advisors, LLC, an SEC-registered wealth manager based in EL Paso, TX with $700 million in regulatory assets, lists Billy R. Defrance on its Form ADV as Member.
Firms and roles
- Lauterbach Financial Advisors, LLCMemberWealth manager · EL Paso, TX · $700M in regulatory assets
AtlasMembers
Billy’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (8)
- Cynthia F. LyonsMember, Lauterbach Financial Advisors, LLC
- Stephen W. RashMember, Lauterbach Financial Advisors, LLC
- Scott D. KobrenMember, Lauterbach Financial Advisors, LLC
- Mark P. GrooverMember, Lauterbach Financial Advisors, LLC
- Suzanne E. LindauMember / Chief Financial Officer / Managing Partner, Lauterbach Financial Advisors, LLC
3 more people named with Billy on the same filings, with titles and firms. Free in Atlas with a free account.
See all 8 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Billy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.