Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wyman? Claim Your ProfileWyman Byrd is an Investment Advisor Representative with Colony Family Offices, LLC. Wyman has been in the industry since January 2005 and holds the Series 7 and Series 65 licenses. Wyman is registered with the state of Florida and North Carolina. Wyman specializes in providing financial planning and portfolio management for individuals. Prior to working with Colony Family Offices, LLC, Wyman was a registered representative with Franklin Street Securities, Inc. in Chapel Hill, NC.
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.
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
NC
06/05/2013 - Present
Colony Family Offices, LLC (CHAPEL HILL NC)
NC
01/20/2005 - 04/30/2008
FRANKLIN STREET SECURITIES, INC. (CHAPEL HILL NC)
IA
Issued 05/06/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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