Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Byrd is a financial advisor with Fielder Capital Group LLC, headquartered in Nashville, TN. Frank has a long history in the financial services industry, starting with Equico Securities in 1988. Frank has earned the Certified Financial Planner and Chartered Financial Analyst designations, and has passed the Series 7, Series 6, Series 63, and Series 65 exams. Frank specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Fielder Capital Group specializes in providing investment advisory services for individuals, corporations, charitable organizations, and insurance companies.
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.
Guidance on pension options to ensure a secure financial future.
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.
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.
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TN
06/05/2015 - Present
Fielder Capital Group LLC (NASHVILLE TN)
NY
04/20/1999 - 02/16/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
08/06/1991 - 12/24/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/13/1988 - 11/12/1991
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
07/13/1988 - 11/12/1991
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 03/09/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/1988
Series 7 - General Securities Representative Examination
BC
Issued 07/11/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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