Byron Harlan (CRD# 5445973) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in San Diego, CA and has over 16 years of experience in the finance industry. Byron Harlan 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.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Royal Alliance | San Diego, CA | Jun 2018 - Current | 5 |
| Massachusetts Mutual Life Insurance Company | Springfield, MA | Mar 2017 - Mar 2018 | 1 |
| Mml Investors Services, LLC | San Diego, CA | Mar 2017 - Mar 2018 | 1 |
| Msi Financial Services | Downers Grove, IL | Jul 2016 - Mar 2017 | < 1 |
| Metlife Securities Inc. | Downers Grove, IL | Jul 2011 - Jul 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2008 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2008 |
- CA
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Total Assets Under Management3,713MILLIONS
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Total Number of Accounts6,555ACCOUNTS
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Average Account Value$566,489
- A percentage of assets under your management
- Hourly charges
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- Educational seminars/workshops
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