Kevin Byrne, financial advisor Olympia WA

Kevin Byrne

CRD Number: 3220588
Current Firm: Byrne & Company Wealth Management, LLC
Compensation Model: Fee Only
Kevin Byrne (CRD# 3220588) is an Investment Advisor Representative working at Byrne & Company Wealth Management, LLC in Olympia, WA and has over 16 years of experience in the finance industry. Kevin Byrne has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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Professional Designations
Company Name Location Dates Years
Byrne & Company Wealth Management, LLC Olympia, WA Jul 2012 - Current 7
Morgan Stanley Smith Barney Olympia, WA Jun 2009 - Jul 2012 3
Citigroup Global Markets Inc. Kennewick, WA Jan 2002 - Jul 2012 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1999
S65 NASAA Investment Advisors Law Examination Apr 2002
Contact Info for Kevin M. Byrne
Phone Number: 360-338-0645
Firm Website: http://www.byrnewm.com
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    82
    MILLIONS
  • Total Number of Accounts
    340
    ACCOUNTS
  • Average Account Value
    $242,353
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX, WA

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

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