William Byers, financial advisor Los Angeles CA
90 score

William Byers

CRD Number: 5963336
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

William Byers (CRD# 5963336) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Los Angeles, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Los Angeles, CA Apr 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles, CA Jul 2011 - Current 5
California Baptist University Riverside, CA Sep 2010 - Aug 2011 < 1
California Baptist University Riverside, CA Jan 2011 - Apr 2011 < 1
California Baptist University Riverside, CA Jan 2011 - Apr 2011 < 1
California Baptist University Riverside, CA Oct 2010 - Dec 2010 < 1
Temecula Valley Football Association Temecula, CA Sep 2010 - Nov 2010 < 1
Employee Leasing Riverside, CA May 2010 - Nov 2010 < 1
Efficient Market Advisors Del Mar, CA May 2010 - Aug 2010 < 1
California Baptist University Riverside, CA Sep 2009 - Apr 2010 < 1
California Baptist University Riverside, CA Sep 2009 - Apr 2010 < 1
Unemployed Murrieta, CA Jun 2009 - Sep 2009 < 1
Mount San Jacinto Community College Menifee, CA Jun 2007 - Jun 2009 2
Calvary Chapel Murrieta Murrieta, CA Jul 2005 - Jun 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for William Byers
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
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 pooled investment vehicles (other than investment companies)
  • 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, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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