Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Byron? Claim Your ProfileByron Harris Culpepper is a financial advisor with over 25 years of experience in the financial services industry. Byron is currently registered with BOK Financial Securities, Inc., a leading provider of investment and advisory services. Byron has a strong track record of success in helping clients reach their financial goals. He is committed to providing personalized financial advice and strategies that are tailored to each client's unique needs. Previously, Byron held positions at firms such as Truist Securities, Inc., Duncan-Williams, Inc., FTN Financial Securities Corp, and RBC Dain Rauscher Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Furnishes advice about securities in any manner not described above.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TN
07/11/2024 - Present
BOK Financial Securities, Inc. (Memphis TN)
TN
06/07/2010 - 04/24/2023
TRUIST SECURITIES, INC. (MEMPHIS TN)
TN
01/05/2009 - 05/27/2010
DUNCAN-WILLIAMS, INC. (MEMPHIS (SHELBY) TN)
TN
02/13/2006 - 08/21/2008
FTN FINANCIAL SECURITIES CORP (MEMPHIS TN)
NY
09/06/2005 - 02/23/2006
RBC DAIN RAUSCHER INC. (NEW YORK NY)
TN
09/23/1996 - 08/23/2005
VINING SPARKS (MEMPHIS TN)
CT
12/12/1995 - 09/25/1996
ABN AMRO SECURITIES (USA) INC. (STAMFORD CT)
NY
02/22/1991 - 06/21/1991
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
TN
07/19/1990 - 01/01/1991
NBC CAPITAL MARKETS GROUP, INC. (MEMPHIS TN)
GA
05/22/1990 - 07/11/1990
FSC SECURITIES CORPORATION (ATLANTA GA)
BC
Issued 10/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Byron Culpepper is the right advisor for you? Invested Better is here to help.
