Byron Financial, LLC
Byron Financial, LLC (CRD# 141893) is a financial advisory firm headquartered in Charlotte, NC. They manage $202,700,000 in 212 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management203MILLION
Total Number of Accounts212ACCOUNTS
Average Account Value$956,132
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
NC, NY, SC, TX, VA
Joshua Mayor (CRD# 4588636) is an Investment Advisor Representative working at Byron Financial, LLC in Charlotte, NC and has over 14 years of experience in the finance industry. Joshua Mayor 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.
Silas Cooley (CRD# 5769494) is an Investment Advisor Representative working at Byron Financial, LLC in Charlotte, NC and has over 7 years of experience in the finance industry.