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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Byron? Claim Your ProfileByron Keith Crosby is a financial advisor with over 10 years of experience in the financial industry. Byron is currently registered with J. W. Cole Advisors, Inc., and has been with the firm since January 2023. Byron specializes in financial planning, portfolio management for businesses and individuals, and educational seminars. Byron holds several licenses and certifications, including the Series 6, 7, and 66 exams. Previously, Byron was a registered representative with Calton & Associates, Inc. for over five years. Byron is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
Hourly & fixed rate consulting
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.
A percentage of the total value of assets under management is charged.
1
2
FL
01/23/2023 - Present
J. W. Cole Advisors, Inc. (Clearwater FL)
FL
07/12/2017 - 12/22/2022
CALTON & ASSOCIATES, INC. (Seminole FL)
FL
06/28/2012 - 11/07/2013
J.W. COLE FINANCIAL, INC. (SEMINOLE FL)
FL
03/17/2011 - 06/20/2012
BROOKSTONE SECURITIES, INC. (SEMINOLE FL)
FL
06/21/2005 - 07/18/2006
INVEST FINANCIAL CORPORATION (ST. PETERSBURG FL)
WI
05/06/2004 - 06/13/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
NA
07/05/1991 - 09/17/1991
F.N. WOLF & CO., INC.
BOTH
Issued 12/16/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/04/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/23/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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