Caleb Byrd (CRD# 5678549) is an Investment Advisor Representative working at M.c. Byrd Wealth Management, LLC in Bellville, TX and has over 7 years of experience in the finance industry.
CRD# 4026275
Charles Schwab & Company, Inc.
CRD# 3247586
Thrivent Investment Management Inc.
CRD# 834477
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| M.c. Byrd Wealth Management | Bellville, TX | May 2016 - Current | 7 |
| Baylor University | Waco, TX | Jan 2016 - Apr 2016 | < 1 |
| M.c. Byrd Wealth Management | Bellville, TX | Dec 2015 - Dec 2015 | < 1 |
| Baylor University | Waco, TX | Aug 2015 - Nov 2015 | < 1 |
| M.c. Byrd Wealth Management | Bellville, TX | Jun 2015 - Jul 2015 | < 1 |
| Baylor University | Waco, TX | Aug 2014 - May 2015 | < 1 |
| M.c. Byrd Wealth Management | Bellville, TX | Jun 2014 - Jul 2014 | < 1 |
| Baylor University | Waco, TX | Aug 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2016 |
- LA
- TX
-
Total Assets Under Management262MILLIONS
-
Total Number of Accounts955ACCOUNTS
-
Average Account Value$274,291
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, FL, LA, NY, OH, OK, TX
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