Billy Defrance has held the title Member at Lauterbach Financial Advisors since January 2016, is not listed as a control person, but directly owns between 10% and 25% of the firm. Billy Defrance holds a Bachelor of Business Administration in Accounting from the University of Texas at El Paso.
Lauterbach Financial Advisors, LLC is an El Paso, TX firm with $700M under management, 403 clients and 5 advisers in one office, as of its March 2026 filing.
Billy DeFrance is Partner, Wealth Advisor of Lauterbach Financial Advisors, based in El Paso. He began as a portfolio advisor in May 2004, later became the firm's Chief Compliance Officer, and became a partner in 2016. He is the firm's primary representative for qualified company retirement plans and works with families.
- – present · 21 yearsEl Paso, TX · Adviser representative · Firm CRD 114431
Professional designations
Listed by Lauterbach Financial Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Billy Defrance is registered as an investment adviser representative in Texas, since December 2004.
- TexasSince 17 December 2004
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 August 2004 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Billy Ray Defrance
- CRD
- 4888322
- Firm
- Lauterbach Financial Advisors · CRD 114431
- Role
- Member
- Office
- 4130 RIO BRAVO STREET, El Paso, TX 79902
- Registration
- Investment adviser registration
- In the industry since
- December 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lfa-ia.com
Where does Billy Defrance work?
Billy Defrance has held the title Member at Lauterbach Financial Advisors, LLC since January 2016.
Is Billy Defrance a financial advisor?
Yes. Billy Defrance has a current investment-adviser registration in Texas, through Lauterbach Financial Advisors since December 2004.
How many years of experience does Billy Defrance have?
Billy Defrance has 21 years in the financial industry, since December 2004, across 1 adviser firm.
What exams has Billy Defrance passed?
Billy Defrance passed the Series 65 in August 2004.
Where is Billy Defrance based?
Billy Defrance’s registered office is in El Paso, TX.
Is Billy Defrance registered with FINRA?
No. Billy Defrance has no current broker registration.
Is Billy Defrance a CFP?
Lauterbach Financial Advisors lists Billy Defrance with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Billy Defrance’s record?
Search CRD 4888322 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Billy Defrance’s full registration record.
