Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Byrne is a financial advisor with over 25 years of experience in the industry. William has held various positions at different firms, including Morgan Stanley Smith Barney, Citigroup Global Markets Inc. and IFG Advisory, LLC. William is a registered representative and investment advisor in Mississippi and Texas. He has a Series 7, 63, 24 and SIE license. William currently works at IFG Advisory, LLC, a registered investment advisor firm that provides a range of services including financial planning, pension consulting and portfolio management. IFG Advisory, LLC has approximately $3.25 billion in assets under management. William is committed to helping individuals and families achieve their financial goals.
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.
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
GA
08/28/2014 - Present
IFG Advisory, LLC (ATLANTA GA)
MS
06/01/2009 - 12/17/2010
MORGAN STANLEY SMITH BARNEY (NATCHEZ MS)
MS
03/30/1999 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NATCHEZ MS)
WI
07/02/1998 - 04/27/1999
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
08/28/1996 - 07/08/1998
DEPOSIT GUARANTY INVESTMENTS, INC.
MO
01/16/1996 - 08/28/1996
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 07/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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