James Billingsley has been an investment adviser representative at Plan Group Financial since January 2023, and is not listed among the firm’s executive officers or direct owners.
Plan Group Financial, Inc. is an Oklahoma City, OK firm with $690M under management, 1,221 clients and 17 advisers across 9 offices, as of its October 2026 filing.
James Billingsley’s longest registration is the current one, 8 years at Plan Group Financial since 2018. Before joining Plan Group Financial in 2023, James Billingsley was registered through Signal Research Group LLC and Oneamerica Securities, Inc.
- Plan Group Financial, Inc.Current– present · 8 yearsOklahoma City, OK · Adviser representative · Firm CRD 116508
- Signal Research Group LLC– · 1 yearEdmond, OK · Adviser representative · Firm CRD 166392
- Oneamerica Securities, Inc.– · 3 yearsEdmond, OK · Adviser representative · Firm CRD 4173
- Investment Advisors– · 1 yearOklahoma City, OK · Adviser representative · Firm CRD 15708
- Metlife Securities Inc.– · 1 yearOklahoma City, OK · Adviser representative · Firm CRD 14251
- Synergy Investment Group, LLC– · 1 yearOklahoma City, OK · Adviser representative · Firm CRD 46035
- MML Investors Services, Inc.– · 1 yearOklahoma City, OK · Adviser representative · Firm CRD 10409
- Park Avenue Securities LLC– · 1 yearOklahoma City, OK · Adviser representative · Firm CRD 46173
- Banc of America Investment Services, Inc.– · under a yearOklahoma City, OK · Adviser representative · Firm CRD 16361
- Bosc Inc.– · 4 yearsOklahoma City, OK · Adviser representative · Firm CRD 17530
Investment adviser representative registrations
James Billingsley is registered as an investment adviser representative in 3 states, as a resident of Texas. Each was approved in January 2023.
- NebraskaSince 26 January 2023
- OklahomaSince 25 January 2023
- TexasResidentSince 26 January 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 20 May 1998 |
| Series 24 | General Securities Principal Examination | 7 July 1986 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 October 1983 |
| Series 7 | General Securities Representative Examination | 15 October 1983 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- James Carroll Billingsley
- CRD
- 1190831
- Firm
- Plan Group Financial · CRD 116508
- Office
- 101 N.E. 82ND STREET, SUITE 200, Oklahoma City, OK 73114
- Registration
- Investment adviser registration
- In the industry since
- October 1985
- Disciplinary history
- Not yet shown here · SEC record
Where does James Billingsley work?
James Billingsley is an investment adviser representative registered through Plan Group Financial, Inc. since January 2023, and is not listed among the firm’s executive officers or direct owners.
Is James Billingsley a financial advisor?
Yes. James Billingsley has a current investment-adviser registration in Nebraska, Oklahoma and Texas, through Plan Group Financial since January 2023.
How many years of experience does James Billingsley have?
James Billingsley has 40 years in the financial industry, since October 1985, across 10 adviser firms.
What exams has James Billingsley passed?
James Billingsley has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 65. The earliest, the Series 7, was passed in October 1983. FINRA credited James Billingsley with the SIE, which began in October 2018.
Where did James Billingsley work before Plan Group Financial?
Before Plan Group Financial, James Billingsley was registered through Signal Research Group LLC, October 2016 to February 2018; Oneamerica Securities, Inc., February 2013 to October 2016; Investment Advisors, July 2011 to March 2013; Metlife Securities Inc., September 2008 to June 2010; Synergy Investment Group, LLC, March 2007 to September 2008; MML Investors Services, Inc., July 2005 to December 2006; Park Avenue Securities LLC, January 2004 to June 2005; Banc of America Investment Services, Inc., September 2002 to March 2003; Bosc Inc., June 1998 to August 2002.
Where is James Billingsley based?
James Billingsley’s registered office is in Oklahoma City, OK.
Is James Billingsley registered with FINRA?
No. James Billingsley has no current broker registration.
How can I verify James Billingsley’s record?
Search CRD 1190831 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Billingsley’s full registration record.