Richard Byrd, financial advisor Fort Lauderdale FL

Richard Byrd

CRD Number: 1000791
Current Firm: Kovack Advisors, Inc.

Richard Byrd (CRD# 1000791) is an Investment Advisor Representative working at Kovack Advisors, Inc. in Fort Lauderdale, FL and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
Kovack Advisors, Inc. Ft. Lauderdale, FL Aug 2012 - Current 11
Kovack Securities, Inc. Ft. Lauderdale, FL Aug 2012 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1984
S65 NASAA Investment Advisors Law Examination Jul 1996
Disclosure Information

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
Contact Info for Richard E. Byrd
Phone Number: 954-782-4771
Firm Website: http://www.joinksi.com/
Registered State(s):
  • OH
  • WA
By the Numbers
  • Total Assets Under Management
    4,288
    MILLIONS
  • Total Number of Accounts
    18,409
    ACCOUNTS
  • Average Account Value
    $232,920
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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, WY

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