John Byrd, financial advisor Austin TX
73 score

John Byrd

CRD Number: 1262871
Current Firm: Worthpointe

John Byrd (CRD# 1262871) is an Investment Advisor Representative working at Worthpointe in Austin, TX and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Worthpointe, LLC Austin, TX Sep 2013 - Current 3
Trovena, LLC San Diego, CA Jul 2012 - Current 4
Trovena Investment Advisors San Diego, CA Jul 2012 - Sep 2013 1
Byrd Capital Market Advisers, Inc. Arlington, TX Mar 1995 - Aug 2012 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1984
S65 NASAA Investment Advisors Law Examination Feb 1994
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for John W. Byrd
Phone Number: 800-620-4232
Firm Website:
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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