Eric Byrd, financial advisor Valparaiso NE

Eric Byrd

CRD Number: 3259894
Current Firm: Securities America Advisors, Inc.

Eric Byrd (CRD# 3259894) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Valparaiso, NE and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America Advisors Valparaiso, NE Aug 2019 - Current 4
Securities America, Inc. Valparaiso, NE Aug 2019 - Current 4
Jones Bank Valparaiso, NE Aug 2017 - Current 6
Byrd Financial Services Linwood, NE Jun 2004 - Current 19
Hd Vest Advisory Services, Inc. Linwood, NE Jan 2016 - Aug 2017 1
Hd Vest Investment Services Linwood, NE Sep 2015 - Aug 2017 1
Nebraska Baptist State Convention Linwood, NE Apr 2011 - May 2017 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1999
S65 NASAA Investment Advisors Law Examination May 2006
S66 NASAA Uniform Combined State Law Examination Jan 2015
Contact Info for Eric P. Byrd
Phone Number: 402-399-9111
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    38,164
    MILLIONS
  • Total Number of Accounts
    200,228
    ACCOUNTS
  • Average Account Value
    $190,602
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Educational seminars/workshops
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, WY

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