Unclaimed
Lord Byran Degraffenreid is an investment advisor with LPL Financial LLC. Lord Byran Degraffenreid has been in the industry since February 12, 1999, and has been registered with LPL Financial LLC since January 2004. Lord Byran Degraffenreid is registered with the state of Michigan, as well as the states of Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Michigan, New Mexico, North Carolina, Ohio, South Carolina, Tennessee, Texas, Virginia, Washington, and Wisconsin. Lord Byran Degraffenreid has been registered with the state of Texas as a resident agent since November 9, 2010. Lord Byran Degraffenreid has also worked at BANC ONE SECURITIES CORPORATION and WADDELL & REED, INC. In addition to his work at LPL Financial LLC, Lord Byran Degraffenreid is also a notary public. Lord Byran Degraffenreid specializes in retirement planning, college savings, and estate planning.
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.
Consulting and other non-discretionary advisory services
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
MI
11/09/2010 - Present
LPL Financial LLC (TROY MI)
IL
11/15/2000 - 10/09/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
KS
10/29/1998 - 11/02/2000
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 12/15/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 01/18/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/27/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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