Kevin ByrdCRD Number: 7491228
Current Firm: Empirical Wealth Management
Kevin Byrd (CRD# 7491228) is an Investment Advisor Representative working at Empirical Wealth Management in Seattle, WA and has 1 year of experience in the finance industry.
Royal Alliance Associates, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Sitka Pacific Capital Management, LLC
|Empirical Wealth Management||Seattle, WA||Sep 2021 - Current||< 1|
|Goldbloom Wealth Management||Bellevue, WA||Jun 2021 - Sep 2021||< 1|
|Olympic College Veteran Center||Bremerton, WA||Dec 2017 - Jun 2021||3|
|United States Army Reserve||Fort Lewis, WA||May 2016 - May 2020||4|
|United States Army||Fort Hood, TX||Dec 2014 - Mar 2016||1|
|United States Army||Fort Carson, CO||Jul 2013 - Dec 2014||1|
|United States Army||Fort Huachuca, AZ||Feb 2013 - Jul 2013||< 1|
|United States Army||Fort Still, OK||Nov 2012 - Feb 2013||< 1|
|Casey Fence And Deck||Frederick, MD||Mar 2012 - Sep 2012||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2022|
Total Assets Under Management4,167MILLIONS
Total Number of Accounts5,560ACCOUNTS
Average Account Value$749,438
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
AK, AR, AZ, CA, CO, DC, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, TX, UT, VA, WA, WI
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