Invested Better
Unclaimed

Unclaimed

Unclaimed

Harriet Eason Bynum

Castleview Partners, LLC

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

About Harriet Eason Bynum

Harriet Eason Bynum is an investment advisor representative with Castleview Partners, LLC. Harriet has over 30 years of experience in the financial services industry. Harriet is registered with the state of Texas as an investment advisor representative and is currently pending registration in Arkansas. Harriet holds FINRA Series 7 and 63 licenses, and Series 65, the Uniform Investment Adviser Law Examination. Prior to joining Castleview Partners, Harriet worked as an Investment Advisor Representative at Hornor, Townsend & Kent, Inc. Harriet's areas of expertise include portfolio management for individuals, financial planning, educational seminars, and the selection of other advisors.

Firm Information

Harriet Bynum is currently registered with Castleview Partners, LLC. Castleview Partners, LLC is a registered investment advisor located in Dallas, TX. The firm provides financial planning, portfolio management for individuals, and educational seminars. Castleview Partners, LLC manages approximately $269,982,571 in assets for 1,308 clients. The firm primarily serves high-net-worth individuals and individuals other than high-net-worth.
Castleview Partners, LLC

8111 PRESTON ROAD

DALLAS, TX 75225

$269.98M

Assets Under Management

Not reported

Total Clients

13

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

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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.

Harriet Bynum’s Registration & Firm History

AR

11/15/2017 - Present

Castleview Partners, LLC (Little Rock AR)

PA

07/26/1999 - 07/21/2003

HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)

MA

03/08/1999 - 07/22/1999

SIGNATOR INVESTORS, INC. (BOSTON MA)

DE

02/16/1994 - 01/14/1999

1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)

NA

09/16/1991 - 01/10/1994

HAMILTON INVESTMENTS, INC.

AZ

06/18/1989 - 12/31/1989

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

NA

02/21/1989 - 06/18/1989

SOUTHMARK FINANCIAL SERVICES, INC.

NA

02/23/1988 - 01/02/1989

PLANNED INVESTMENTS INC.

Not sure if Harriet Eason Bynum is right for you?

Licenses & Designations

IA

Issued 09/18/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/08/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/20/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Harriet Eason Bynum.
Not sure if Harriet Eason Bynum is right for you?