William Byrum (CRD# 6245652) is an Investment Advisor Representative working at Tl Private Wealth in Southlake, TX and has over 10 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tl Private Wealth | Southlake, TX | Oct 2018 - Current | 5 |
| Td Ameritrade | Ft Worth, TX | Sep 2013 - Oct 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2014 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- LA
- TX
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Total Assets Under Management311MILLIONS
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Total Number of Accounts614ACCOUNTS
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Average Account Value$506,742
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, LA, OK, TX
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