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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joe? Claim Your ProfileJoe Harmon Byrd is a financial advisor with Raymond James & Associates, Inc. in TEXARKANA, TX. Joe has been in the financial industry since 1994 and holds Series 7, 63, and 65 licenses. Joe Harmon Byrd has previously worked for MORGAN KEEGAN & COMPANY, INC., REGIONS INVESTMENT COMPANY, INC., FIRST COMMERCIAL INVESTMENTS, INC., and EDWARD D. JONES & CO., L.P.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
02/13/2013 - Present
Raymond James & Associates, Inc. (TEXARKANA TX)
TX
04/12/2001 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (TEXARKANA TX)
AL
09/23/1998 - 04/12/2001
REGIONS INVESTMENT COMPANY, INC. (BIRMINGHAM AL)
AR
06/24/1996 - 10/06/1998
FIRST COMMERCIAL INVESTMENTS, INC. (LITTLE ROCK AR)
MO
01/20/1994 - 06/25/1996
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 02/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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