James Byrne (CRD# 1494111) is an Investment Advisor Representative working at Grand Street Advisors, LLC in Kansas City, MO and has over 35 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Grand Street Advisors, LLC | Kansas City , MO | Feb 2004 - Current | 20 |
| Sanwa Universal Securities Company, LLC | New York, NY | Mar 1991 - Current | 33 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1989 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2004 |
- KS
- MO
-
Total Assets Under Management8MILLIONS
-
Total Number of Accounts12ACCOUNTS
-
Average Account Value$666,667
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Pension consulting services
KS, MO
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