Karlye Byrnes (CRD# 6959101) is an Investment Advisor Representative working at Mariner Wealth in Bloomfield Hills, MI and has over 5 years of experience in the finance industry. Karlye Byrnes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4661126
Lpl Financial LLC
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mariner Wealth Advisors | Bloomfield Hills, MI | Jun 2022 - Current | 1 |
| Emerson Wealth, LLC | Bloomfield Hills, MI | Aug 2018 - May 2022 | 3 |
| Merrill Lynch | Troy, MI | Jun 2018 - Aug 2018 | < 1 |
| Bank Of America, N.a. | Troy, MI | Oct 2017 - Jun 2018 | < 1 |
| Bank Of America N.a. | Troy, MI | Jan 2016 - Oct 2017 | 1 |
| Henry Ford Hospital | Clinton Twp, MI | Apr 2015 - Dec 2015 | < 1 |
| Na | Na, MI | Jan 2015 - Apr 2015 | < 1 |
| Yunnan University | Yunnan, | Aug 2014 - Jan 2015 | < 1 |
| Wunan Kindergarten | Kunming, | Aug 2013 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2019 |
- MI
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Total Assets Under Management81,107MILLIONS
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Total Number of Accounts132,567ACCOUNTS
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Average Account Value$611,818
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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