Mitchell Byrd (CRD# 7577523) is an Investment Advisor Representative working at Stonex Advisors Inc. in Florence, AL and has 1 year of experience in the finance industry.
CRD# 4422326
Edward Jones
CRD# 5892585
Private Advisor Group, LLC
CRD# 5083504
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stonex Securities Inc. | Florence, AL | Oct 2022 - Current | 1 |
| Progress Financial Services | Florence, AL | Jun 2022 - Oct 2022 | < 1 |
| Progress Bank And Trust | Florence, AL | Nov 2019 - May 2022 | 2 |
| Long Lewis Ford | Muscle Shoals, AL | Sep 2015 - Oct 2019 | 4 |
| Dillards | Florence, AL | Oct 2013 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2023 |
- AL
-
Total Assets Under Management3,316MILLIONS
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Total Number of Accounts14,019ACCOUNTS
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Average Account Value$236,519
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- 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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