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Karl Edgar Byrd

Ballew Advisors Inc.

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About Karl Edgar Byrd

Karl Byrd has been in the securities industry since December 1979. Karl is a registered representative with Ballew Advisors Inc. Karl is also a Certified Financial Planner. Karl is a member of the Financial Industry Regulatory Authority (FINRA) and is a Registered Investment Advisor. Karl currently has 1 active registration with the Securities and Exchange Commission (SEC) and is registered to sell securities in 10 states. Karl previously worked at INVESTMENT MANAGEMENT & RESEARCH, INC and NEL EQUITY SERVICES CORPORATION.

Firm Information

Karl Byrd is currently registered with Ballew Advisors Inc.. Ballew Advisors Inc. is an investment advisor based in JACKSON, MS, with 6 licensed agents. The firm has $1,043,103,728 in regulatory assets under management, of which $1,034,201,508 is discretionary. Ballew Advisors Inc. provides financial planning, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. The firm's clients include high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
Ballew Advisors Inc.

100 VISION DRIVE

JACKSON, MS 39211

$1.04B

Assets Under Management

Not reported

Total Clients

7

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

See schedule d - miscellaneous

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Karl Byrd’s Registration & Firm History

MS

01/11/2023 - Present

Ballew Advisors Inc. (JACKSON MS)

FL

04/12/1985 - 09/22/1993

INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)

NA

12/13/1979 - 04/15/1985

NEL EQUITY SERVICES CORPORATION

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Licenses & Designations

BC

Issued 05/10/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/29/1995

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/1986

Series 7 - General Securities Representative Examination

BC

Issued 12/06/1979

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Karl Edgar Byrd.
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