Invested Better
Unclaimed

Unclaimed

Unclaimed

Cecil Bailey Byers

Sunbelt Securities, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Cecil? Claim Your Profile

About Cecil Bailey Byers

Cecil Byers is a registered investment advisor with Sunbelt Securities, Inc., a firm with offices in Houston and Beaumont, Texas. Cecil has over 40 years of experience in the financial services industry and has held registrations with several firms, including Wells Fargo Advisors, LLC, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Cecil has a wide range of experience in financial planning, portfolio management, and providing advice for businesses and individuals.

Firm Information

Cecil Byers is currently registered with Sunbelt Securities, Inc.. Sunbelt Securities, Inc. is a corporation headquartered in Houston, Texas, that provides investment advisory services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. They offer portfolio management, financial planning, and selection of other advisors. The firm is registered with the SEC and has a total of $1.91 billion in regulatory assets under management.
Sunbelt Securities, Inc.

2700 POST OAK BLVD STE 1700

HOUSTON, TX 77056

$1.91B

Assets Under Management

1

Total Clients

80

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Cecil Byers’s Registration & Firm History

TX

10/05/2015 - Present

Sunbelt Securities, Inc. (BEAUMONT TX)

TX

12/14/2010 - 08/27/2015

WELLS FARGO ADVISORS, LLC (BEAUMONT TX)

TX

06/01/2009 - 01/11/2011

MORGAN STANLEY SMITH BARNEY (BEAUMONT TX)

TX

02/22/1996 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (BEAUMONT TX)

NY

09/26/1978 - 01/29/1996

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NA

06/25/1975 - 09/26/1978

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

Not sure if Cecil Bailey Byers is right for you?

Licenses & Designations

IA

Issued 11/29/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/18/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/22/1984

Series 15 - Foreign Currency Options Examination

BC

Issued 12/12/1981

Series 5 - Interest Rate Options Examination

BC

Issued 05/02/1977

PC - AMEX Put and Call Exam

BC

Issued 06/21/1975

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Cecil Bailey Byers. Review regulatory record here.
Not sure if Cecil Bailey Byers is right for you?