Joshua Byrne, financial advisor Johns Creek GA
93 score

Joshua Byrne

CRD Number: 5614201
Current Firm: Transamerica Financial Advisors, Inc.

Joshua Byrne (CRD# 5614201) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Johns Creek, GA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Bk Tool & Design Kalida, OH Dec 2013 - Current 3
Transamerica Financial Advisors, Inc. Alpharetta, GA Jan 2012 - Current 4
Wfg Alpharetta, GA Sep 2008 - Current 8
Dan Wannemacher Construction Cloverdale, OH May 2011 - Dec 2013 2
Investment Advisors International, Inc. Alpharetta, GA Feb 2009 - Jan 2012 2
Wgs,inc Alpharetta, GA Oct 2008 - Jan 2012 3
Unemployed Kalamazoo, MI May 2008 - Oct 2008 < 1
Progressive Stamping ,inc Ottoville, OH Aug 2001 - May 2008 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2008
S65 NASAA Investment Advisors Law Examination Feb 2009
Contact Info for Joshua R. Byrne
Phone Number: 727-299-1800
Registered State(s):
  • GA
  • OH
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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