Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Andrew Byrd has been in the financial services industry since December 7, 2015. James currently works as a Registered Representative for Wealth Enhancement Advisory Services, LLC. James is registered with the state of Texas. Previously, James was registered with Edward Jones, where James worked as a Financial Advisor for five years. James has a strong history of working with individuals, high net worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. James Andrew Byrd is committed to providing high-quality financial advice and service to help clients 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
NM
11/01/2024 - Present
Wealth Enhancement Advisory Services, LLC (ALBUQUERQUE NM)
NM
12/07/2015 - 03/23/2021
EDWARD JONES (ALBUQUERQUE NM)
BOTH
Issued 12/28/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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