Stephen ByrneCRD Number: 1203418
Current Firm: Lpl Financial LLC
Stephen Byrne (CRD# 1203418) is an Investment Advisor Representative working at Lpl Financial LLC in Gulfport, MS and has over 34 years of experience in the finance industry. Stephen Byrne 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.
Stifel, Nicolaus & Company, Incorporated
Northwestern Mutual Investment Services,llc
|Lpl Financial LLC||Gulfport, MS||Nov 2007 - Current||10|
|Aig Financial Advisors, Inc.||Phoenix, AZ||Oct 2005 - Nov 2007||2|
|Channel-capital Financial||Gulfport, MS||Jan 1994 - Nov 2007||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1984|
|S66||NASAA Uniform Combined State Law Examination||Oct 2000|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- 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
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
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