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Stephanie Adair Byrd

View Capital RIA, LP

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About Stephanie Adair Byrd

Stephanie Adair Byrd is a financial advisor who has been working in the industry since 1995. She has a Series 7 and Series 65 license, and has held positions at Smith Barney Inc. and Bluffview RIA. Stephanie currently works at View Capital RIA, LP in Dallas, Texas. She provides financial planning and portfolio management services to individuals, businesses, high net worth individuals, pooled investment vehicles, and charitable organizations.

Firm Information

Stephanie Byrd is currently registered with View Capital RIA, LP. View Capital RIA, LP is a registered investment advisor based in Dallas, TX. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pooled investment vehicles. View Capital RIA, LP has approximately $1.6 billion in regulatory assets under management.
View Capital RIA, LP

2727 N. HARWOOD STREET

DALLAS, TX 75201

$1.60B

Assets Under Management

Not reported

Total Clients

9

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Stephanie Byrd’s Registration & Firm History

TX

06/20/2007 - Present

View Capital RIA, LP (DALLAS TX)

NY

07/05/1995 - 11/02/1995

SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/06/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/08/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephanie Adair Byrd.
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