Donald ByrdCRD Number: 4464646
Current Firm: Voya Financial Advisors, Inc.
Donald Byrd (CRD# 4464646) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Fairfax, VA and has over 13 years of experience in the finance industry. Donald Byrd 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.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Voya Financial Advisors||Upper Marlboro, MD||Sep 2014 - Current||2|
|Ing Financial Partners, Inc.||Upper Marlboro, MD||Jan 2011 - Sep 2014||3|
|Ing Financial Advisers LLC||Washington Dc, DC||Sep 2002 - Dec 2010||8|
|Ing||Washington, DC||Sep 2002 - Dec 2010||8|
|Family&medical Counseling Services, Inc.||Washington, DC||Oct 1993 - Jan 2009||15|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2004|
Total Assets Under Management9,298MILLIONS
Total Number of Accounts59,441ACCOUNTS
Average Account Value$156,432
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV