Karl Byrd, financial advisor Jackson MS

Karl Byrd

CRD Number: 874943
Current Firm: Ballew Advisors Inc.

Karl Byrd (CRD# 874943) is an Investment Advisor Representative working at Ballew Advisors Inc. in Jackson, MS and has over 38 years of experience in the finance industry. Karl 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.

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Professional Designations
Company Name Location Dates Years
S B Holding Company, Inc. Jackson, MS Jan 2005 - Current 19
Ballew Investments, Inc. Jackson, MS Sep 1993 - Current 30
Bia, Inc. Jackson, MS Aug 1993 - Current 30
Ballew Advisors Inc. Jackson, MS Mar 1991 - Current 33
Security Ballew, Inc. Jackson, MS Jun 1989 - Current 34
Ballew Wealth Management, LLC Jackson, MS Aug 2023 - Dec 2023 < 1
Independent Pension Solutions, Inc. Jackson, MS May 1998 - Jan 2020 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1985
Contact Info for Karl E. Byrd
Phone Number: 601-368-3500
Registered State(s):
  • MS
By the Numbers
  • Total Assets Under Management
    1,043
    MILLIONS
  • Total Number of Accounts
    1,668
    ACCOUNTS
  • Average Account Value
    $625,362
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AK, AL, FL, GA, LA, MO, MS, NC, OK, SC, TN, TX

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