Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Byrd is a financial advisor with over 35 years of experience in the financial services industry. Roger is currently registered with Bridgewealth Advisory Group, LLC in California and Texas. Previously, Roger was associated with CETERA ADVISOR NETWORKS LLC, CITIGROUP GLOBAL MARKETS INC., and Lehman Brothers Inc. Roger has a strong background in securities and investment management, holding the Series 3, Series 7, and Series 63 licenses. Roger is a Registered Investment Advisor and is qualified to offer financial advice to individuals, families, businesses, and retirement plans. Roger specializes in retirement planning, investment management, and wealth management.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
08/17/2024 - Present
Bridgewealth Advisory Group, LLC (FRESNO CA)
CA
04/24/2009 - 08/21/2024
CETERA ADVISOR NETWORKS LLC (FRESNO CA)
CA
07/31/1993 - 05/14/2009
CITIGROUP GLOBAL MARKETS INC. (FRESNO CA)
NY
10/18/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
09/22/1987 - 09/09/1988
KENNEDY, CABOT & CO.
BC
Issued 12/01/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1988
Series 3 - National Commodity Futures Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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