Michael Byrd (CRD# 4962824) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Indian Harbour Beach, FL and has over 18 years of experience in the finance industry.
CRD# 5384856
Truist Advisory Services, Inc.
CRD# 1210763
Kestra Advisory Services, LLC
CRD# 6847163
Kestra Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Indian Harbor Beach, FL | Oct 2014 - Current | 9 |
| Bank Of America, N.a. | Indian Harbor Beach, FL | Oct 2014 - Current | 9 |
| Bb&t Investments | Charlotte, NC | Feb 2006 - Oct 2014 | 8 |
| Bb&t Bank | Columbia, SC | Feb 2006 - Oct 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2005 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2006 |
- FL
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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