Unclaimed
Ryan Byrd is a financial advisor with Fisher Investments, based in PLANO, TX. Ryan has been in the industry since 1999. Ryan holds the Series 7, Series 24, Series 55 and Series 66 licenses. Ryan has experience working with a number of firms including E*TRADE SECURITIES LLC, J.P. MORGAN SECURITIES LLC and Edward Jones.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
10/18/2017 - Present
Fisher Investments (PLANO TX)
TX
04/07/2015 - 10/05/2017
E*TRADE SECURITIES LLC (DALLAS TX)
TX
03/13/2013 - 04/08/2015
J.P. MORGAN SECURITIES LLC (PLANO TX)
TX
10/01/2012 - 03/12/2013
J.P. MORGAN SECURITIES LLC (PLANO TX)
TX
07/13/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PLANO TX)
TX
03/02/2009 - 06/21/2010
VALIC FINANCIAL ADVISORS, INC. (DALLAS TX)
TX
05/07/2008 - 11/13/2008
EDWARD JONES (DALLAS TX)
TX
10/20/1999 - 09/01/2006
PENSON FINANCIAL SERVICES, INC. (DALLAS TX)
TX
06/07/1999 - 09/23/1999
AMEREST SECURITIES, INC. (DALLAS TX)
TX
05/05/1999 - 06/07/1999
LLOYD WADE SECURITIES INC. (DALLAS TX)
BOTH
Issued 04/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/04/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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