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Daniel Billings, Cfp® Email & Phone Number

Principal and Director of Financial Planning at Southeast Financial Services, Inc.
Location: Greensboro, North Carolina, United States 4 work roles 1 school
1 work email found @sfs-inc.net 3 phones found area 336 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email d****@sfs-inc.net
Direct phone (336) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Southeast Financial Services, Inc.
Role
Principal and Director of Financial Planning
Location
Greensboro, North Carolina, United States
Company size
9 employees

Who is Daniel Billings, Cfp®? Overview

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Quick answer

Daniel Billings, Cfp® is listed as Principal and Director of Financial Planning at Southeast Financial Services, Inc., a with 9 employees, based in Greensboro, North Carolina, United States. AeroLeads shows a work email signal at sfs-inc.net, phone signal with area code 336, and a matched LinkedIn profile for Daniel Billings, Cfp®.

Daniel Billings, Cfp® previously worked as Principal/Director of Financial Planning at Southeast Financial Services, Inc. and Financial Planning Specialist at Dmj Wealth Advisors, Llc. Daniel Billings, Cfp® holds Bsba, Finance And Banking, Risk And Insurance from Appalachian State University.

Company email context

Email format at Southeast Financial Services, Inc.

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{first}@sfs-inc.net
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AeroLeads found 1 current-domain work email signal for Daniel Billings, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Daniel Billings, Cfp®

Daniel Billings, Cfp® is a Principal and Director of Financial Planning at Southeast Financial Services, Inc.. He possess expertise in investments, strategic financial planning, finance, certified financial planner, financial planners and 6 more skills.

Listed skills include Investments, Strategic Financial Planning, Finance, Certified Financial Planner, and 7 others.

Current workplace

Daniel Billings, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Southeast Financial Services, Inc.
Southeast Financial Services, Inc.
Principal and Director of Financial Planning
Greensboro, NC, US
Website
sfs-inc.net
Employees
9
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Company profile
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4 roles

Daniel Billings, Cfp® work experience

A career timeline built from the work history available for this profile.

Principal/Director Of Financial Planning

Southeast Financial Services, Inc.

Greensboro/Winston-Salem, North Carolina Area

Daniel has been a CFP® since May of 2008. He holds Series 7 and 66 licenses as well as North Carolina Long-Term Care and North Carolina Life and Health Licenses. Daniel is a graduate of Appalachian State with a BSBA in Finance and Banking with a concentration in financial planning as well as a BSBA in Insurance and Risk Management. Daniel is a graduate of the FPA’s Residency Program at Texas Tech University. As a CFP®, Daniel works with clients on developing a comprehensive financial plan and reviewing the proper investments to help accomplish the client goals. Daniel and his daughters, Abigail and Lillian, live in Greensboro, NCSFS offers securities using the following business name: Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC (www.finra.org/www.sipc.org).Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC or its reps. Their information is believed to be from reliable sources; however, their content cannot be guaranteed. All of the endorsements and/or client testimonials posted on this social media page are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.

Financial Planning Specialist

Dmj Wealth Advisors, Llc

Greensboro/Winston-Salem, North Carolina Area

Apr 2006 - Feb 2013
Team & coworkers

Colleagues at Southeast Financial Services, Inc.

Other employees you can reach at sfs-inc.net. View company contacts for 9 employees →

TF Thomas Fraim Iii Thomas Fraim Iii Colleague at Southeast Financial Services, Inc.Charlotte, North Carolina, United States View → JK John Kenan John Kenan Colleague at Southeast Financial Services, Inc.Greensboro--Winston-Salem--High Point Area, United States View → AS Autumn Swain Autumn Swain Colleague at Southeast Financial Services, Inc.Brownsville, Tennessee, United States View →
1 education record

Daniel Billings, Cfp® education

FAQ

Frequently asked questions about Daniel Billings, Cfp®

Quick answers generated from the profile data available on this page.

What company does Daniel Billings, Cfp® work for?

Daniel Billings, Cfp® works for Southeast Financial Services, Inc..

What is Daniel Billings, Cfp®'s role at Southeast Financial Services, Inc.?

Daniel Billings, Cfp® is listed as Principal and Director of Financial Planning at Southeast Financial Services, Inc..

What is Daniel Billings, Cfp®'s email address?

AeroLeads has found 1 work email signal at @sfs-inc.net for Daniel Billings, Cfp® at Southeast Financial Services, Inc..

What is Daniel Billings, Cfp®'s phone number?

AeroLeads has found 3 phone signal(s) with area code 336 for Daniel Billings, Cfp® at Southeast Financial Services, Inc..

Where is Daniel Billings, Cfp® based?

Daniel Billings, Cfp® is based in Greensboro, North Carolina, United States while working with Southeast Financial Services, Inc..

What companies has Daniel Billings, Cfp® worked for?

Daniel Billings, Cfp® has worked for Southeast Financial Services, Inc., Dmj Wealth Advisors, Llc, and Ameriprise Financial Services, Inc..

Who are Daniel Billings, Cfp®'s colleagues at Southeast Financial Services, Inc.?

Daniel Billings, Cfp®'s colleagues at Southeast Financial Services, Inc. include Thomas Fraim Iii, John Kenan, and Autumn Swain.

How can I contact Daniel Billings, Cfp®?

You can use AeroLeads to view verified contact signals for Daniel Billings, Cfp® at Southeast Financial Services, Inc., including work email, phone, and LinkedIn data when available.

What schools did Daniel Billings, Cfp® attend?

Daniel Billings, Cfp® holds Bsba, Finance And Banking, Risk And Insurance from Appalachian State University.

What skills is Daniel Billings, Cfp® known for?

Daniel Billings, Cfp® is listed with skills including Investments, Strategic Financial Planning, Finance, Certified Financial Planner, Financial Planners, Retirement Planning, Banking, and Investment Advisory.

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