Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Byrd is a registered investment advisor representative with B.b. Graham & Company, Inc.. William has been in the industry since 1985 and has held previous positions with several firms including CAPITAL FINANCIAL SERVICES, INC., INVEST FINANCIAL CORPORATION and TRANSAMERICA FINANCIAL ADVISORS, INC. William is licensed to provide investment advice and services in the state of Florida. William is also registered with FINRA and the Securities and Exchange Commission. William provides financial planning, pension consulting and selection of other advisors as part of their investment advisory services.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
09/18/2019 - Present
B.b. Graham & Company, Inc. (ORANGE CA)
FL
09/02/2016 - 07/31/2019
CAPITAL FINANCIAL SERVICES, INC. (Tampa FL)
FL
03/01/2016 - 07/21/2016
INVEST FINANCIAL CORPORATION (TAMPA FL)
FL
01/22/2001 - 03/21/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (TAMPA FL)
NJ
08/23/1993 - 02/02/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
10/19/1992 - 07/13/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NY
03/22/1990 - 09/21/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MN
09/20/1988 - 03/27/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/20/1988 - 03/27/1990
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
12/01/1987 - 08/09/1988
CIGNA SECURITIES, INC.
NA
02/05/1985 - 01/19/1988
SECURITY FIRST FINANCIAL, INC.
IA
Issued 06/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
BC
Issued 08/25/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/04/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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