Walter Byrne, financial advisor York NE
90 score

Walter Byrne

CRD Number: 5927047
Current Firm: Edward Jones

Walter Byrne (CRD# 5927047) is an Investment Advisor Representative working at Edward Jones in York, NE and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones Tempe, AZ Jun 2011 - Current 5
Enterprise Rent-a-car Phoenix, AZ Oct 2009 - May 2011 1
3-d Curbing Spearfish, SD May 2007 - Sep 2009 2
University Of South Dakota Vermillion, SD Sep 2007 - Dec 2008 1
Valley Corner Market Spearfish, SD May 2008 - Aug 2008 < 1
Buena Vista University Storm Lake, IA Aug 2004 - May 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for Walter Byrne
Phone Number: 314-515-2000
Registered State(s):
  • NE
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
90
Clean Record
This advisor has a clean track record with regulators.

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