Unclaimed
Ricky Lynn Byrd has been in the financial services industry since March 5, 1987. Ricky Byrd is currently registered with LPL Financial LLC and Bighorn Wealth Management. Ricky Byrd is also licensed in the following states: Arizona, Arkansas, California, Colorado, Missouri, Nebraska, New York, Texas, and Wyoming. Ricky Byrd specializes in providing financial advice to individuals, corporations, and other businesses. Ricky Byrd also provides financial planning services and portfolio management for individuals and businesses.
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
CO
04/12/2018 - Present
LPL Financial LLC (DIVIDE CO)
CO
06/01/1998 - 05/02/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (DENVER CO)
IN
01/11/2002 - 03/25/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
03/06/1987 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 11/26/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/06/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/05/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Ricky Byrd is the right advisor for you? Invested Better is here to help.