Elizabeth Byland, financial advisor Lake Ozark MO
93 score

Elizabeth Byland

CRD Number: 5447904
Current Firm: Wells Fargo Advisors, LLC

Elizabeth Byland (CRD# 5447904) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Lake Ozark, MO and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Lake Ozark, MO Feb 2010 - Current 6
Invest Financial Corporation Camdenton, MO Jul 2009 - Feb 2010 < 1
Wachovia Securities, LLC Lake Ozark, MO Jan 2008 - May 2009 1
A.g. Edwards Lake Ozark, MO Nov 2007 - Jan 2008 < 1
Byland Business Coaching Camdenton, MO Jan 2006 - Oct 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2008
Contact Info for Elizabeth A. Byland
Phone Number: 314-875-3000
Registered State(s):
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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, 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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