Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Byrd is a financial professional with over 14 years of experience in the financial services industry. Christopher has been registered with Charles Schwab & CO., Inc. since May 2020. Prior to that, Christopher was registered with USAA Financial Advisors, Inc., J.P. MORGAN SECURITIES LLC, MOTIF INVESTING, INC. and J.P. MORGAN SECURITIES INC. Christopher is licensed to provide financial advice and services in 43 states and the District of Columbia. Christopher has a strong background in investment management, financial planning and retirement planning. Christopher is committed to providing clients with personalized financial advice and services that meet their unique needs.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
05/26/2020 - Present
Charles Schwab & CO., Inc. (Bulverde TX)
TX
09/08/2016 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
02/03/2016 - 07/26/2016
J.P. MORGAN SECURITIES LLC (SAN ANTONIO TX)
CA
04/20/2015 - 06/24/2015
MOTIF INVESTING, INC. (SAN MATEO CA)
TX
07/24/2008 - 04/16/2015
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
DE
05/23/2007 - 03/05/2008
J.P. MORGAN SECURITIES INC. (NEWARK DE)
IA
Issued 08/18/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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