Cynthia Byrd, financial advisor Oregon IL
96 score

Cynthia Byrd

CRD Number: 1794008
Current Firm: Edward Jones

Cynthia Byrd (CRD# 1794008) is an Investment Advisor Representative working at Edward Jones in Oregon, IL and has over 25 years of experience in the finance industry. Cynthia Byrd 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 put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Edward D. Jones & Company, LP Oregon, IL Apr 1999 - Current 17
Polo National Bank Polo, IL Aug 1979 - Current 37
First Bank South Polo, IL Aug 1979 - Current 37
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1991
Contact Info for Cynthia L. Byrd
Phone Number: 314-515-2000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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