user avatar

Billy Clements

Advisor at Financial Security Services Group, Inc.

Updated today

Location

Amarillo, TX

Credentials

Series 63, Series 65

Industry experience

39 years

About

Billy Clements is a financial advisor at Financial Security Services Group, Inc. in Amarillo, TX, holding Series 63 and Series 65 credentials with 39 years of industry experience. His prior roles include positions at Dominion Investor Services, Inc., Calton & Associates, Inc., and LPL, as well as over two decades as a self-employed advisor. Financial Security Services Group primarily serves individual and high-net-worth clients, offering discretionary portfolio management, variable annuity and life subaccount oversight, and comprehensive financial planning. The firm employs a combination of fundamental and technical analysis, including a proprietary market-timing signal, and incorporates third-party money managers and co-advisor model portfolios in its investment approach.

Client services

Based on Financial Security Services Group, Inc.

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Financial Security Services Group, Inc.

Income planning Annuities Cash flow / budgeting

Fee options

Fixed

Financial planning flat fees between $750 and $5,000

Percentage

$0 - $150,000: 1.55% annually $150,001 - $350,000: 1.35% annually $350,001 - $700,000: 1.25% annually $700,001 - $1,000,000: 1.00% annually $1,000,001 - $1,500,000: 0.90% annually $1,500,001 - $2,500,000: 0.80% annually $2,500,001 - $4,000,000: 0.70% annually $4,000,001+: 0.60% annually

Project-based

Negotiable hourly rate of $550 for financial planning services

Other

Fee-only: Financial planning fees: negotiable hourly rate of $550 or flat fee ranging from $750 to $5,000 based on complexity

Location

Amarillo, TX

Most active in

Texas

Work history

Financial Security Services Group, Inc.

2024 - Present (2 years)

UnEmployed

2024 - 2024 (1 year)

Calton & Associates, Inc.

2023 - 2023 (1 year)

Dominion Portfolio Management, Inc.

2023 - 2023 (1 year)

Dominion Investor Services, Inc.

2021 - 2023 (2 years)

UnEmployed

2020 - 2021 (1 year)

Titan Securities

2019 - 2020 (1 year)

Cetera Advisor Networks Llc

2018 - 2018 (1 year)

Lpl

2013 - 2016 (3 years)

Billy W. Clement - Self Employed

1999 - 2021 (22 years)

Disclosures

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

Business activities & affiliations

user avatar

James A

Series 66

Amarillo, TX

Adams Wealth Management

James Adams is a financial advisor at Adams Wealth Management in Amarillo, TX, with 15 years of industry experience. He has held his current role since 2014 and previously worked at Hilltop Securities Independent Network for two years. He holds the Series 66 designation. Adams Wealth Management is an independent advisory firm managing approximately $13.6 million across 29 client accounts. The firm offers discretionary portfolio management and comprehensive financial planning services to individual, including high-net-worth, and corporate clients. It uses a client-specific approach to portfolio construction and sponsors a wrap fee program that covers investment management and transaction costs under a single fee.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy Self-insurance strategies
user avatar

Charles K

Series 63

Amarillo, TX

Kitsman Investment Management

Charles Kitsman is the principal of Kitsman Investment Management in Amarillo, TX, with 44 years of industry experience. He holds a Series 63 designation and has previously worked at Purshe Kaplan Sterling Investments and Argentus Advisors. Outside of his advisory work, Kitsman owns a landscape photography business and serves as president of the board for a preschool serving low-income families. Kitsman Investment Management provides asset management and advisory services to individuals, trusts, estates, charitable organizations, and plan sponsors. The firm uses a combination of fundamental and technical analysis, offers both discretionary and non-discretionary portfolio management, and frequently advises pension and profit-sharing plans.

Retirement plans for business owners (SEP, solo 401k)
user avatar

Bradley C

Series 63, Series 66

Amarillo, TX

Double Seven Wealth Group, LLC

Bradley Clark is a financial advisor at Double Seven Wealth Group, LLC in Amarillo, TX, with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Firstbank Southwest and Wells Fargo Advisors. Clark is also licensed as a General Lines Agent in Texas, allowing him to offer insurance products alongside investment services. Double Seven Wealth Group serves individuals, high-net-worth clients, and small businesses by providing discretionary investment management and financial consulting. The firm emphasizes client education through seminars and workshops and uses a combination of fundamental and technical analysis alongside modern portfolio theory to create tailored investment strategies.

Real estate investing
user avatar

Roger R

Series 63, Series 66

Amarillo, TX

Kenai Investments, Inc.

Roger Remling is the sole advisor at Kenai Investments, Inc., an independent firm based in Borger, Texas. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. Remling has been with Kenai Investments since 2003. Kenai Investments serves individual and high-net-worth clients, providing asset management, financial planning, business succession and executive benefits consulting, tax preparation assistance, and estate-planning support. The firm employs a combined fundamental and technical investment approach, offering both discretionary and non-discretionary services, and conducts formal quarterly account reviews tailored through client questionnaires.

Business succession planning Wealth management Options & derivatives strategies
user avatar

Derrick C

Series 65

Amarillo, TX

Hoyl Wealth Management, LLC

Derrick Caldwell is a financial advisor at Hoyl Wealth Management, LLC in Amarillo, TX, holding a Series 65 credential with one year of industry experience. He has prior experience at AIG and Bank of America. Outside of his advisory role, he serves as Chief Operating Officer and insurance agent at Hoyl Financial, LLC. Hoyl Wealth Management, LLC is an independent investment adviser serving individual and high-net-worth clients with investment advisory, financial planning, and managed account services. The firm employs a client-specific approach using asset allocation, technical analysis, and a mix of long- and short-term purchases, offering both discretionary and non-discretionary portfolio management.

Annuities
user avatar

Robert R

Series 63

Amarillo, TX

Spring Capital Management

Wealth management Long-term care insurance
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")